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Articles tagged "Stratos Wealth Partners"


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Jeff Concepcion: 'I don't want to say there's unlimited dry powder ... [but] there's an awful lot ...'

Jeff Concepcion and Howard Milstein combine to take dead aim at COVID-distressed RIA market -- putting youthful executive energies and a billionaire's capital on a bold path

Both the Stratos Wealth CEO and the owner of Emigrant Bank are known to be conservative in RIA circles, but together -- shooting for upper-strata firms with as much as $750 million -- they are showing uncharacteristic opportunism.

April 24, 2020 at 8:37 PM

Jeff Concepcion: I think we’ll surpass the $20 billion target ahead of plan, without including acquisitions. By accelerating our involvement in the acquisition space, I believe we’ll move past that target even more quickly.

His days of playing defense done, Jeff Concepcion pinches pennies then poaches a Fidelity and Schwab veteran to execute grab for next $6 billion of AUA at Stratos

Lou Camacho will pursue goal of $600 million a quarter in new assets on behalf of OSJ that wants much more inorganic growth

October 5, 2018 at 7:40 PM

Jeffrey Concepcion: I'd tell you the biggest victory was the vindication and comments from former co-workers.

How Jeffrey Concepcion manned up after FINRA and Lincoln Financial troubles to become an LPL giant

In only four years, his OSJ RIA has $6.2 billion in advised assets and 130 advisors, thanks to a radical cold-calling plan and lower, yes lower, payouts than other OSJs

May 14, 2013 at 6:31 AM

John Furey: Everyone just hit it off.

John Furey is creating a think-tank out of six big RIAs that want to grow like roll-ups without the pressures of an IPO

The Alliance for RIAs includes Savant Capital, Carson Wealth, Beacon Pointe, Stratos and Highline

April 30, 2012 at 12:56 PM

Frank Pizzichillo: The road less traveled has a few more footprints on it.

The overlooked option for breakaways: tucking-in

A new channel to independence emerges, complete with soft-landing service providers

May 10, 2011 at 2:20 PM

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