Stratos Wealth Partners, a registered investment advisory firm, has added former Morgan Stanley Smith Barney advisors Craig Adams and Steve Beierlein to its newly-created office in Ogden, UT.
Adams and Beierlein have both been appointed partners, as well as wealth advisor and branch manager respectively. The pair has 70 years of combined experience in the financial services industry and “maintain a direct partnership with Stratos,” the firm said.
"The new Ogden office will maintain approximately $250 million in client assets through the transition to an independent business model," Stratos said.
Stratos is based in Solon, OH, and now has 125 affiliated advisors managing more than $4 billion in assets under management. It has an affiliation with indepedent broker-dealer LPL Financial.