SW
STRATOS WEALTH ADVISORS LLC
SEC RegisteredTailored Wealth Management
BEACHWOOD, OHhttps://generationsinvestmentmgt.com(440) 519-2500
Assets Under Management
$5B–$25B
Employees
170
Office Locations
24 offices
Total Accounts
12896
About the firm
Generations Investment Management is a financial services firm led by Tina and Jason, with years of experience helping clients address their financial needs. The firm focuses on long-term relationships built on trust, honesty, and integrity, creating strategies tailored to individual needs and goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Areas of expertise
Wealth ManagementRetirement PlanningSocial SecurityEstate StrategiesFinancial Planning
Services
Financial services including tailored wealth management strategies, retirement planning, Social Security guidance, and estate strategies.
Who they serve
Individuals and families seeking personalized financial planning and wealth management.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 3,573 | $1.2B |
| High Net Worth Individuals | 1,355 | $4.2B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 40 | $37M |
| State/Municipal Entities | 10 | — |
| Insurance Companies | 0 | — |
| Corporations | 0 | $0 |
17 total clients reported on Form ADV.
Leadership
Matthew James Dunn
CHIEF COMPLIANCE OFFICER; NON-MEMBER
Jeffrey Alan Concepcion
CHIEF EXECUTIVE OFFICER; ELECTED MANAGER
Nancy Eileen Andrefsky
CHIEF FINANCIAL OFFICER; CHIEF OPERATIONS OFFICER, NON-MEMBER
Daniel Jack Jacoby
PORTFOLIO MANAGER; NON-MEMBER
Eric Andrew Beahn
DIRECTOR OF ADVISORY OPERATIONS; NON-MEMBER
Jeffrey Alan Concepcion
MANAGING MEMBER
Stratos Wealth Holdings Llc
MEMBER
Barbara Jean Dull
DIRECTOR OF BROKERAGE COMPLIANCE
Office locations
24 offices in 16 states
OH
BEACHWOODHQ
OH
CANTON
CA
ROSEVILLE
CA
SAN DIEGO
VA
FAIRFAX
CT
WESTPORT
MA
ROCKLAND
NY
ROCHESTER
IN
EVANSVILLE
OH
WESTLAKE
PA
WEXFORD
OH
PEPPER PIKE
PA
PHILADELPHIA
IL
NORTHBROOK
NV
RENO
OH
DUBLIN
AL
HUNTSVILLE
NC
MINT HILL
NJ
FLORHAM PARK
LA
METAIRIE
SC
MYRTLE BEACH
VA
RESTON
OH
CINCINNATI
TN
BRENTWOOD
Advisors at this firm
69 advisors in the directory
Marni Kristine Angus
Investment Adviser Representative
William Edward Baker
Investment Adviser Representative
Carla Rae Bessette
Investment Adviser Representative
Eric Lee Biddle
Investment Adviser Representative
Jennifer M Brennan
Investment Adviser Representative
Scott Clifton Buell
Investment Adviser Representative
Andrew Bessette
Investment Adviser Representative
Peter Andrew Bessette
Investment Adviser Representative
Kenneth Gardner Bielejeski
Investment Adviser Representative
Erich Michael Brenner
Investment Adviser Representative
Luis Camacho
Investment Adviser Representative
Aura Lewanna Carmi
Investment Adviser Representative
James Charles Conley
Investment Adviser Representative
Spencer Pistone Dieck
Investment Adviser Representative
Kevin C Dufault
Investment Adviser Representative
Timothy Duggan
Investment Adviser Representative
Michael C Feller
Investment Adviser Representative
Brian Paul Fowles
Investment Adviser Representative
Daniel Joseph Falcone
Investment Adviser Representative
Jarrett Keith Felton
Investment Adviser Representative
Nathan Don Ferrante
Investment Adviser Representative
Eric Joseph Fessler
Investment Adviser Representative
Richard Russell Geiger
Investment Adviser Representative
Kenneth Joseph Gimbel
Investment Adviser Representative
Jason R Hostetler
Investment Adviser Representative
Mitchell Philip Hamer
Investment Adviser Representative
Robert Alan Hamer
Investment Adviser Representative
Erik Harpsoe
Investment Adviser Representative
Charis Ivana Jones
Investment Adviser Representative
Christopher Fleming Kiley
Investment Adviser Representative
Daniel Corcoran Kiley
Investment Adviser Representative
Jan Eric Kowal
Investment Adviser Representative
Jason Kowal
Investment Adviser Representative
Carson J Kiley
Investment Adviser Representative
Jake Patrick Kosmala
Investment Adviser Representative
Thomas Russell Leroy
Investment Adviser Representative
Russell James Long
Investment Adviser Representative
Michael Sung Ma
Investment Adviser Representative
Haad Mahir Majied
Investment Adviser Representative
Tina Marie Migge
Investment Adviser Representative
Kevin D Millard
Investment Adviser Representative
Jeffrey Paul Mucci
Investment Adviser Representative
Daryl James Marsden
Investment Adviser Representative
Andrew James Mikovch
Investment Adviser Representative
Richard Arnold Nilsen
Investment Adviser Representative
Ryan Nicholas Paugh
Investment Adviser Representative
James C Picolo
Investment Adviser Representative
Karyn Pistone
Investment Adviser Representative
Malcolm Emerson Polley
Investment Adviser Representative
Anthony Edward Pratt
Investment Adviser Representative
Daniel Gerry Roberts
Investment Adviser Representative
Mark Thomas Roman
Investment Adviser Representative
Aaron Allen Reed
Investment Adviser Representative
Trael A Robertson
Investment Adviser Representative
Larry Warren Sills
Investment Adviser Representative
Vincent Edward Sobocinski Jr
Investment Adviser Representative
Eric Ross Susi
Investment Adviser Representative
Joseph Nicholas Swiderski
Investment Adviser Representative
Alyson Taillon Schafer
Investment Adviser Representative
Andrew J Shamy
Investment Adviser Representative
Andrew David Smith
Investment Adviser Representative
Dayna Marie Smith
Investment Adviser Representative
Henry Allen Spain
Investment Adviser Representative
Kate Ellen Sweetman
Investment Adviser Representative
Ronald Mario Taraborrelli
Investment Adviser Representative
David Taucher
Investment Adviser Representative
Linda Lee Tekavec
Investment Adviser Representative
John Stephen Toth
Investment Adviser Representative
Pierre Blaise Villere II
Investment Adviser Representative
Regulatory & compliance
CRD number
#283816
SEC Number
801-108211
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Other
Minimum: $10,000 (waivable)
Data as of April 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
generationsinvestmentmgt.comPhone
(440) 519-2500Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. STRATOS WEALTH ADVISORS LLC 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 the SEC or FINRA websites before making any decision.