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Stratos Brings Over $400M Advisor, Kenneth Gimble

Writer: Kevin ElvingtonKevin Elvington
https://www.fa-mag.com/news/stratos-expands-team-69887.html

Financial advisor Kenneth J. Gimbel has joined Stratos Wealth Advisors, a financial firm based in Beachwood, Ohio, the firm announced today. Gimbel's clients have $400 million in assets under management, Stratos announced.



He was previously with CIBC Private Wealth Management in Chicago, where he was a managing director and senior relationship manager. He has more than 50 years of wealth management experience and specializes in developing specifically tailored asset management programs for large and complex trusts and investment relationships, Stratos said. Stratos Wealth Advisors manages more than $2.2 billion in advisory assets.


Gimbel was previously a partner at Geneva Investment Management before it became part of CIBC in 2017. He also spent 15 years in Harris Bank's Wealth Group, where he worked with ultra-high-net-worth clients.




 
 
 

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3750 Park East Drive - Beachwood, OH 44122

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Stratos Wealth Holdings is a family of companies focused on supporting the growth of financial advisors across business models and affiliation structures. Stratos companies include registered investment advisors Stratos Wealth Partners, Stratos Wealth Advisors, and Stratos Investment Management.

Stratos Wealth Enterprises is the acquisition division of Stratos Wealth Holdings. 

Stratos Wealth Partners, Ltd., an SEC Registered Investment Advisor, manages over $12.8 billion in advisory assets, and advises through LPL Financial, over $9.8 billion in brokerage and third party managed assets for a total of $22.6 billion as of June 30, 2024.

 

Stratos Investment Management, LLC, an SEC Registered Investment Advisor, manages over $1.8 billion in advisory assets as of June 30, 2024.

 

Stratos Wealth Advisors, LLC, an SEC Registered Investment Advisor, manages over $3.6 billion in advisory assets and over $303 million in third party managed assets as of June 30, 2024. 

 

Stratos Wealth Management DBA LPL Financial, an SEC Registered Investment Advisor, manages over $254 million in advisory assets, and advises through LPL Financial, over $529 million in brokerage and third party managed assets for a total of $783 million as of June 30, 2024.

 
 

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