Raymond James & Associates
47yrs
Top advisor by experience in Beachwood
17yrs
David Albin
Financial advisor at Stratos Wealth Partners
David Albin is a fiduciary financial advisor in Beachwood, Ohio, with 17 years in the industry. After two years at Independent Financial Group and a year at Cetera Investment Advisers, David joined Stratos Wealth Partners in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 313 advisors with offices in Beachwood, and one of 235 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 54% of advisors nationwide
Office3750 Park East Dr Suite 200, Beachwood, OH 44122
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$706,728
Advisors at the firm352
States licensed ?2 states
Services through Stratos Wealth Partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2025 – nowStratos Wealth Partners, LTDCurrent firm
- 2022 – 2024Independent Financial Group, LLCPreviously
- Nov 2020 – Dec 2021Cetera Investment Advisers LLCPreviously
- 2015 – 2018Cetera Investment Management LLCPreviously
- 2013 – 2020First Allied Advisory Services, Inc.Previously
- 2010 – 2013TD Ameritrade, Inc.Previously
Contact David
(440) 519-2500Stratos Wealth Partners main office 3750 Park East Dr Suite 200Beachwood, OH 44122Office · Get directions
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Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Stratos Wealth Partners at (440) 519-2500 and ask for David Albin. David works from the Beachwood, OH office.
How long has David been a financial advisor?
David has been in the industry since 2009, about 17 years. More experience than 54% of advisors nationwide.
What licenses does David hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Stratos Wealth Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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