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Stratos Wealth Advisors' new recruit brings $400 million in client assets

The Stratos family of companies has been growing through various additions and acquisitions since selling a minority stake in its business to a New York investment firm in 2020. ....

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Stratos Wealth's latest deal is a minority acquisition of Boston wealth manager

The private equity-backed, Beachwood-based family of wealth management companies said it is set to buy a 25% stake in Veritas Boston Wealth in its latest strategic investment. ....

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Stratos Wealth buys minority stake in Georgia financial adviser

It's the latest in a slew of acquisitions and investments made by the business in the last couple of years. ....

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Stratos Wealth acquires Mexican firm NSC Asesores in its first international expansion

Stratos Wealth Enterprises, which acquired the business from Julius Baer Group, grabs $4 billion in client assets in the Latin American market with the deal. ....

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