top of page

Client Center

HOW TO

READ YOUR STATEMENTS

Charles Schwab
Statement

Fidelity
Statement

Fidelity Investments is an independent company, unaffiliated with Stratos Wealth Partners, Ltd. Fidelity Investments is a service provider to Stratos Wealth Partners, Ltd. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Stratos Wealth Partners, Ltd., and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Institutional℠ provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.​Members NYSE SIPC 995303.1.0

mmAlt-reversed-wide wix website.png

1738 Elton Rd, Suite 312

Silver Spring, MD 20903

​

Phone: (301) 828-2605
Fax: (301) 637-0232

​

Info@MMWealthAdvisory.com

​

​

STRATOS FORM CRS

​

​​​Privacy Policy

Accessibility Statement

​​​

​

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners and M&M Wealth Advisory are separate entities.

 

The M&M Wealth Advisory site is limited to the dissemination of general information pertaining to its services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the M&M Wealth Advisory web site on the Internet should not be construed by any consumer and/or prospective client as a solicitation by M&M Wealth Advisory to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

 

Investments involve risk including loss of principal and unless otherwise stated, are not guaranteed. The investment returns and principal value of the portfolio will fluctuate so that the value of an investor’s account, when redeemed, may be worth more or less than their original value.

 

Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended Stratos), will be profitable or equal any historical performance level(s). Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). If you have any questions regarding the information on this website, please consult with your financial advisor.  No strategy assures success or protects against loss.

​

​

© 2025 M&M Wealth Advisory LLC. All Rights Reserved.

​​​

bottom of page