RIA ADVISORY OPERATIONS

RIA Advisory Operations works with advisors that have a desire to use Fidelity, Schwab or TD Ameritrade.  Our team will work directly with our custodial partners to ensure proper account setup, billing and system access. We work with advisors to identify potential new business opportunities with these custodians, as well as, provide cutting edge performance reporting and integration opportunities through Orion.

 

AT-A-GLANCE

 

  • Our Partners
    Fidelity Investments
    Charles Schwab
    TD Ameritrade

     

  • Our Services
    Custodial Setup and Training
    Advisory Account Billing
    Third-Party Integration Setups

  • Orion Services
    Custom Portfolio Reporting
    Account Aggregation Tools
    GIPS Reporting
    Trade Order Management System
    Third-Party Integration

    eMoney
    MoneyGuide Pro, 
    Redtail, etc.

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Eric Beahn

Director of Advisory Operations

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Jennifer Pieronek

Director of Advisory Operations

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Gregory Elliott

Senior Operations
Analyst

Stephanie Spillman

Client Relationship Manager

3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609​​​ - Info@stratoswp.com

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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. 

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