SEI is buying a majority stake in Stratos Wealth Holdings, a multifaceted financial services firm that includes a large ...

SEI Investments Co. (NASDAQ:SEIC), a large financial services and wealth management business with headquarters in Oaks, ...

SEI® (NASDAQ:SEIC) and Stratos Wealth Holdings today announced that they have entered into a business partnership, underscored by a shared commitment to helping advisors scale and grow their ...

The transaction will see SEI effectively own 57.5% of Stratos' operating businesses as previous backer Emigrant Partners exits its position.

SEI Investments has agreed to take a majority stake in Stratos Wealth Holdings, a family of companies that supports a network of independent financial advisers, for about $527 million in cash.

SEI will pay for the stake with about $527 million in cash, it said, while legacy equity holders in Stratos will own the outstanding 42.5%. That stake “is subject to put/call rights that, if fully ...

SEI® (NASDAQ: SEIC) has announced a strategic partnership and investment in Stratos Wealth Holdings, a move aimed at expanding its footprint in the independent financial advisor space.

Stratos Wealth Advisors increased its holdings in Danaher by 13.1% during the first quarter, showcasing bullish confidence ...

On June 29, 2025, Stratos Wealth Partners, Ltd., a Registered Investment Advisor, is proud to announce it has been named to The Plain Dealer's list of Top Workplaces in Northeast Ohio for the year ...

On June 29, 2025, Stratos Wealth Partners, Ltd., a Registered Investment Advisor, is proud to announce it has been named to The Plain Dealer's list of Top Workplaces in Northeast Ohio for the year ...

Golden State Wealth Management LLC lessened its stake in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 29.8% in the 1st quarter, according to its most recent 13F filing ...