Ogden Asset Management
47yrs
Top advisor by experience in Chagrin Falls
10yrs
Ian Murphy
Financial advisor at Stratos Wealth Partners
Based in Chagrin Falls, Ohio, Ian Murphy is a fiduciary financial advisor with 10 years of industry experience. Ian joined Stratos Wealth Partners in 2025, after three years at Morgan Stanley and two years at Sona Financial. Ian holds the CFP® designation.
One of 67 advisors with offices in Chagrin Falls, and one of 56 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office33 River Street Suite 7, Chagrin Falls, OH 44022
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 ?1 state
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2025 – nowStratos Wealth Partners, LTDCurrent firm
- 2022 – 2025Morgan StanleyPreviously
- 2017 – 2019Sona Financial LLCPreviously
Contact Ian
33 River Street Suite 7Chagrin Falls, OH 44022Office · Get directions Firm main line(440) 519-2500Headquarters: Stratos Wealth Partners · Beachwood, OH
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Questions to ask Ian
Tailored to Ian’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 Ian
How do I contact Ian?
Call Stratos Wealth Partners at (440) 519-2500 and ask for Ian Murphy. Ian works from the Chagrin Falls, OH office.
How long has Ian been a financial advisor?
Ian has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Ian hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is Ian a fiduciary?
Ian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ian paid?
Stratos Wealth Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Ian 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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