SEI Investments Co. (NASDAQ:SEIC), a large financial services and wealth management business with headquarters in Oaks, ...

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

SEI® (NASDAQ: SEIC) has announced a strategic partnership and investment in Stratos Wealth Holdings, a move aimed at expanding its footprint in the independent financial advisor space.

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

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® (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, 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, ("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 ...

Stratos Wealth Holdings has bolstered its senior leadership team with a new chief operating officer. The family of companies which includes Stratos Wealth Partners, Stratos Wealth Advisors, and ...

BEACHWOOD, Ohio, Oct. 10, 2024 /PRNewswire/ -- Stratos Wealth Partners (Stratos), a registered investment advisor, a part of Stratos Wealth Holdings, today announced its Founder and CEO Jeff ...

Stratos Wealth Partners LTD. raised its position in shares of U.S. Bancorp (NYSE:USB – Free Report) by 4.6% during the 4th quarter, according to its most recent disclosure with the Securities ...