STRATOS
Phil Nuttall has a diverse work experience in the financial sector. Phil currently serves as the Chief Operating Officer at Stratos Wealth Partners since August 2023. Prior to that, they had a role as the SVP - Enterprise Alliances at LPL Financial from December 2021 to August 2023. From November 2019 to December 2021, they held the position of Head of Advice & Financial Planning at Capital One.
Before that, Phil had a long tenure at HSBC where they held various roles. From July 2016 to November 2019, they served as a Senior Vice President, Wealth Sales Manager. Prior to that, from September 2015 to July 2016, they were a Vice President, Premier Wealth Coach. From January 2015 to September 2015, they held the position of Vice President, Branch Manager. Phil also had a previous tenure as a Vice President, Branch Manager at HSBC from November 2012 to January 2015.
In addition, Phil worked at Citi as a Citigold Relationship Manager from April 2012 to November 2012. Before that, they held the role of Premier Relationship Manager at HSBC from March 2010 to April 2012.
Phil started their career at HSBC in July 2008, where they held multiple roles before becoming a Premier Relationship Manager from July 2008 to March 2010.
Phil Nuttall holds a Bachelor of Arts (BA) degree in International Relations and International History from Keele University. Phil also has a Bachelor of Science (BS) degree in Financial Markets and Management from The University of Manchester. Additionally, they have obtained several certifications including Certified Financial Planner (CFP) from CFP Board, and Series 10, Series 63, Series 65, Series 7, and Series 9 from FINRA.
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