RIA ADVISORY OPERATIONS RIA Advisory Operations works with advisors that have a desire to use Fidelity, Schwab or TD Ameritrade. Our team will work directly with our custodial partners to ensure proper account setup, billing and system access. We work with advisors to identify potential new business opportunities with these custodians, as well as, provide cutting edge performance reporting and integration opportunities through Orion. AT-A-GLANCE Our PartnersFidelity InvestmentsCharles SchwabTD Ameritrade Our ServicesCustodial Setup and TrainingAdvisory Account BillingThird-Party Integration Setups Orion ServicesCustom Portfolio ReportingAccount Aggregation Tools GIPS ReportingTrade Order Management SystemThird-Party IntegrationeMoneyMoneyGuide Pro, Redtail, etc. Meet The Team Eric Beahn Director of Advisory Operations (440) 505-5668 (440) 505-5669 [email protected] Gregory Elliott Senior Operations Analyst (440) 991-1120 [email protected] Jennifer Pieronek Director of Advisory Operations (440) 991-1146 (440) 991-1147 [email protected] Please contact us to learn more about joining Stratos - Thank You! Name Email Phone Question Thank you! Oops!