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Kevin D Millard

Investment Adviser Representative at Stratos Wealth Advisors LLC

Philadelphia, PACRD #5430403Investment Adviser Representative
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
Exams Passed
3

Professional summary

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

Kevin D. Millard is an investment adviser representative with Stratos Wealth Advisors LLC in Philadelphia, PA, where they have been registered since 2021. They have worked in the securities industry since 2008 and have been registered with 4 firms, including Advice and Planning Services and Morgan Stanley Smith Barney LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Pennsylvania and Texas.

Office

One Liberty Place, 1650 Market Street, 36th Floor
Philadelphia, PA 19103

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

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:
Pennsylvania, Texas

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

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/12/2008
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 1/9/2008

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Stratos Wealth Advisors LLCCurrent
3/29/2021 – Philadelphia, PA
Advice AND Planning Services
2/22/2012 – 3/3/2021Philadelphia, PA
Morgan Stanley Smith Barney LLC
9/8/2009 – 1/13/2012Media, PA
Merrill Lynch, Pierce, Fenner & Smith Incorporated
4/14/2008 – 2/12/2009Exton, PA

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. Tiaa-cref Individual & Institutional Services, LLC
    Feb 2012 – Mar 2021Philadelphia, PA
  2. TIAA
    Jan 2012 – Mar 2021Philadelphia, PA
  3. Stratos Wealth Advisors, LLC
    Mar 2021 – no end date reportedPhiladelphia, PA

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

Other advisors at Stratos Wealth Advisors LLC

Showing 12 of 69 in the directory

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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. Kevin D Millard 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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