LPL Financial
47yrs
Top advisor by experience in San Diego
New
Daniel Ortega
Financial advisor at Stratos Wealth Partners
Daniel Ortega is a fiduciary financial advisor in San Diego, California, registered since Mar 2026. Daniel joined Stratos Wealth Partners in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Stratos Wealth Partners reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
ExperienceNew to the profession (since Mar 2026)
How that compares ?New to the profession
Office12348 High Bluff Drive Suite 200, San Diego, CA 92130
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jun 2026 – nowStratos Wealth Partners, LTDCurrent firm
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Stratos Wealth Partners at (440) 519-2500 and ask for Daniel Ortega. Daniel works from the San Diego, CA office.
How long has Daniel been a financial advisor?
Daniel is new to the profession, registered since Mar 2026, and holds 1 license.
What licenses does Daniel hold?
Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Stratos Wealth Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Daniel 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.
Other advisors nearby
Stratos Wealth Partners
47yrs
Top 1% by experience in San Diego
LPL Financial
47yrs
Top 1% by experience in San Diego
Wedbush Securities
47yrs
Top 1% by experience in San Diego
Wedbush Securities
47yrs
Top 1% by experience in San Diego
UBS Financial Services
46yrs
Top 1% by experience in San Diego