Stratos Wealth’s Part 2 brochure observed; 3 daily firm filing observations
On October 14, 2026, Stratos Wealth Partners, Ltd.’s Part 2 brochure was observed among 3 daily firm filing observations; the observation date is not a submission date.
By Maya Chen·Edition ·1 min read
Stratos Wealth Partners, Ltd. had an ADV Part 2a brochure titled “ADV Part 2a SWP Firm Brochure 10.2026” observed on October 14, 2026. The date marks when the document was observed, not when the firm submitted it, and the observation does not establish that the brochure’s contents changed.
The complete total was 3 daily firm filing observations. Part 2 brochure observations accounted for all 3; there were 0 Part 1 observations and 0 client relationship summary observations. These category counts describe observed document types, not substantive changes.
The other observed Part 2 brochures were “2B Brochure Trevisan 10.26” for Portfolio Medics, LLC and “Vwa ADV 2a” for Vocare Wealth Advisors, both observed on October 14, 2026.
ADV filing observations
The appendix lists all 3 daily firm filing observations on 10/14/2026. An observation can include multiple document categories and does not by itself prove a substantive document change.
| Firm | Firm CRD | Observed | Documents filed |
|---|---|---|---|
| Portfolio Medics, LLC | 145958 | 10/14/2026 | Part 2 brochure |
| Stratos Wealth Partners, Ltd. | 153184 | 10/14/2026 | Part 2 brochure |
| Vocare Wealth Advisors | 344366 | 10/14/2026 | Part 2 brochure |