STRATOS
Mike Sherman is an experienced financial professional currently serving as an Account Executive at Stratos Wealth Partners since November 2022. Prior to this role, Mike worked as a Certified Financial Planner (CFP) at Crown Capital Securities, L.P. from August 2017 to December 2022, specializing in retirement, estate, and financial planning. Mike also held the position of Chief Compliance Officer at Clarus Wealth Advisors from June 2016 to May 2020 and served as Vice President at Wedbush Securities from September 2007 to May 2013. Mike's educational background includes a Bachelor of Arts in Economics from Brown University, obtained between 1973 and 1977.
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STRATOS
Headquartered in Beachwood, Ohio, Stratos is an independent, partner-owned and operated financial services firm that works solely to facilitate the success of more than 350 independent financial advisors nationwide. The firm provides experienced financial advisors with a reliable infrastructure and resources that allow them the flexibility to develop and grow their own businesses. Stratos offers operational, strategic, and revenue-generating resources to advisors who are interested in going independent or are already independent. With more than 75 executive, functional, and support professionals in place, the firm has assembled a concierge team to assist our advisors in the execution of a full-service solution for their clients. This partnership provides advanced technology and communication tools alongside product and service partners that expand and grow every day, allowing us to further enhance the client experience. For a list of states in which we are registered to do business, please visit www.stratoswealth.com