SEI is buying a majority stake in Stratos Wealth Holdings, a multifaceted financial services firm that includes a large ...

The transaction will see SEI effectively own 57.5% of Stratos' operating businesses as previous backer Emigrant Partners exits its position.

SEI® (NASDAQ:SEIC) and Stratos Wealth Holdings today announced that they have entered into a business partnership, underscored by a shared commitment to helping advisors scale and grow their ...

SEI Investments has agreed to take a majority stake in Stratos Wealth Holdings, a family of companies that supports a network of independent financial advisers, for about $527 million in cash.

SEI, a financial services giant whose businesses include fintech and custodian services to advisors, announced that it was buying a 57.7% stake in Stratos Wealth Holdings, whose businesses include a ...

Stratos Wealth Holdings, whose wealth management entities oversee a combined $22.8 billion in client assets, has launched a private wealth model, the firm’s first foray into a branded, ...

Stratos Wealth Holdings, ("Stratos"), announced that its three affiliated companies, Stratos Wealth Partners, Stratos Wealth Advisors and Stratos Wealth Management recruited a combined $3.5 ...

Stratos Wealth Holdings oversees $22.8 billion in brokerage and advisory assets. Brown, CEO and founder of BWM Financial, will serve as president of Stratos Private Wealth, which will be based out ...

BEACHWOOD, Ohio, June 22, 2021 /PRNewswire/ -- Stratos Wealth Enterprises ("Stratos"), part of Stratos Wealth Holdings, a family of wealth management firms on a mission to support the development ...

Stratos Wealth Enterprises, one of several entities belonging to the Beachwood-based Stratos Wealth Holdings family of companies, said it will be acquiring a minority stake in Veritas Boston Wealth in ...

Former Wells Fargo executive Robert Samson will oversee recruitment across the Midwest Wealth management firm Stratos Wealth Holdings has named Robert Samson as its new managing director for ...