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Francesco Digenova

STRATOS INVESTMENT MANAGEMENT
Beachwood, OH 44122
Some features on this profile are disabled
CRD#: 7134377
FD

Professional summary

Francesco Digenova, who also goes by Francesco Pio Di Genova, is a registered financial advisor currently at STRATOS INVESTMENT MANAGEMENT, LLC located in Beachwood, Ohio.

Francesco is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Francesco has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Francesco Pio Di Genova

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Francesco Digenova's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 13, 2024 - Present

STRATOS INVESTMENT MANAGEMENT, LLC

Office #1: 3750 Park East Drive, Suite 200, Beachwood, OH 44122
RIA
CRD#: 283850
Beachwood, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SI
STRATOS INVESTMENT MANAGEMENT, LLC
FUNDAMENTUM, L.L.C. | STRATOS INVESTMENT MANAGEMENT, LLC | FUNDAMENTUM, LLC

CRD#: 283850 / SEC#: 801-107873

RIA
Registered Investment Advisory firm - (5/23/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Ohio
(12/13/2024)

Exams

Current Firm

SI
STRATOS INVESTMENT MANAGEMENT, LLC
FUNDAMENTUM, L.L.C. | STRATOS INVESTMENT MANAGEMENT, LLC | FUNDAMENTUM, LLC

CRD#: 283850 / SEC#: 801-107873

RIA
Registered Investment Advisory firm - (5/23/2016 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3750 Park East Drive Suite 200, Beachwood, OH 44122
Mailing Address
Phone number
(440) 210-4900
Established
Firm type
Fiscal year end
# of Employees
79

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STRATOS INVESTMENT MANAGEMENT PART 2A FIRM BROCHURE 03.31.2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts5,427
AUM (Assets Under Management)$ 2,442,199,672

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STRATOS INVESTMENT MANAGEMENT, LLC

CRD#: 283850Beachwood, OH 44122

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