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Carson J Kiley

Investment Adviser Representative at Stratos Wealth Advisors LLC

Cincinnati, OHCRD #8120423Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Carson J. Kiley is an investment adviser representative with Stratos Wealth Advisors LLC in Cincinnati, OH, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Ohio.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Ohio

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/11/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Stratos Wealth Advisors LLCCurrent
7/2/2025 – Cincinnati, OH

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Stratos Wealth Advisors, LLC
    Mar 2025 – Jun 2025Cincinnati, OH
  2. ALC
    Nov 2023 – Feb 2025Nashville, TN
  3. Honorarium
    Aug 2022 – Nov 2023Rochester, NY
  4. HCL Tech
    Jun 2022 – Aug 2022New York, NY
  5. Tailored Management
    Aug 2021 – Jan 2022Columbus, OH
  6. Molo Finance
    Dec 2020 – Jun 2021London
  7. Eco Partner Solutions
    Jun 2020 – Sep 2020Mason, OH
  8. Nieman Plumbing
    May 2016 – Dec 2019Cincinnati, OH
  9. Stratos Wealth Advisors, LLC
    Jun 2025 – no end date reportedCincinnati, OH
  10. Ohio State University
    Jan 2020 – Jun 2020Columbus, OH
  11. Ohio State University
    Jan 2022 – Jun 2022Columbus, OH

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Stratos Wealth Advisors LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other
Firm account minimum
$10,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial services including tailored wealth management strategies, retirement planning, Social Security guidance, and estate strategies.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Wealth ManagementRetirement PlanningSocial SecurityEstate StrategiesFinancial Planning

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsInsurance CompaniesCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
69
Offices listed on AdvisorFinder:
24
Main office:
Beachwood, OH
SEC file number:
801-108211

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of October 1, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Carson J Kiley has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Carson J Kiley (Stratos Wealth Advisors) - Advisor Profile