Broker Check

A MESSAGE FROM JEFF

We opened our first office in February, 2009 with the vision of creating a firm that would bridge the gap between wirehouse, bank and independent financial advisors. Wirehouse and bank advisors typically give up nearly two-thirds of their revenue in exchange for a perceived turnkey strategy, while independent advisors receive higher payouts, but often lack economies of scale and access to resources that will help them grow their business. At Stratos, we’ve assembled a platform that allows advisors to focus on what they do best and leverage our team to assist in all the other areas where we can support their business.

Supercharged Advisor Growth - 4-6x Peers*
By delegating many operational responsibilities and focusing on new client acquisition and the client experience our advisors have enjoyed organic growth ranging from 4-6 times that of their peer group of over 1,000 affiliated firms.*

A Collaborative Peer Network
One of the keys to our advisors’ success is the peer network we have established. As a partner-owned firm, our advisors take an interest not only in their success, but in that of the firm and their peers. We’ve fostered an environment that encourages sharing and joint work much like that of a professional services firm. Consequently, advisors routinely share best practices, strategies and even clients when the skill sets of another partner can result in an improved outcome for the end client.

Successful Partnership
Our sole focus remains helping our advisors to navigate and succeed in this complex and ever-changing environment. With increasing regulatory pressures, costly technology infrastructure, industry consolidation and the demands of your clients, there has never been a better time to consider partnering with a firm that can help you and your business survive and thrive in the years ahead. 

- Jeff Concepcion


Jeff Concepcion is not affiliated with LPL Financial.

*LPL Financial Business Consulting Reports (2011 - 2016)

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