Aura
Carmi
Stratos Wealth Advisors LLC
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About this Advisor
Aura Carmi is a financial advisor based in Westlake Village, California, working with Stratos Wealth Advisors LLC. Aura has previously held positions at Sanders Morris Harris Inc, Edelman Financial Services LLC, Ef Legacy Securities, LLC, Financial Engines Advisors L.L.C, and Stratos Wealth Advisors, LLC. Aura has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, Aura is part of Stratos Wealth Advisors LLC, which operates out of Westlake Village, California. The firm has 30 offices and 181 employees. Stratos Wealth Advisors LLC manages assets totaling $4.9 billion and serves both charitable organizations and high-net-worth individuals. The firm offers services including financial planning, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting, selection of other advisers, and educational seminars. The fee structure at Stratos Wealth Advisors LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stratos Wealth Advisors LLC Brokerage Details
$4,905,828,030
181
12,432
$394,613
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Aura Carmi Work History
Stratos Wealth Advisors, LLC
Financial Engines Advisors L.L.C
Financial Engines Advisors L.L.C
Ef Legacy Securities, LLC
Sanders Morris Harris Inc
Edelman Financial Services LLC
Disclosures
Please visit the SEC profile of Aura Carmi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stratos Wealth Advisors LLC
Rochester, NY
Rockland, MA
Canton, OH
Westport, CT
Cincinnati, OH
Rockland, MA
Roseville, CA
Roseville, CA
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