Role at Stratos Wealth Partners
- Title on Schedule A
- Director of Advisory Compensation, Non-Member
- Control
- Eric Beahn is a control person of Stratos Wealth Partners.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Eric Beahn has held the filed role since January 2023.
The firm
Form ADV filed 1 October 2026
Career on record
Eric Beahn has been registered through Stratos Wealth Partners since February 2012, and before that through Pnc Investments and Amtrust Investment Services, Inc..
- Passed Series 52TO · 2025
- Passed SIE · 2018
- LPL Financial LLC– · 1 yearMentor, OH · Adviser representative · Firm CRD 6413
- Stratos Wealth Partners, LtdCurrent– present · 15 yearsBeachwood, OH · Adviser representative · Firm CRD 153184
- Pnc Investments– · 2 yearsCleveland, OH · Adviser representative · Firm CRD 129052
- Passed Series 4 · 2009
- Passed Series 65 · 2007
- Amtrust Investment Services, Inc.– · 2 yearsCleveland, OH · Adviser representative · Firm CRD 13945
- Passed Series 53 · 2006
- Passed Series 7, Series 63 and Series 24 · 2005
Registrations and exams
Eric Beahn has a current investment-adviser registration in Louisiana, Ohio and Texas and has passed 8 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Louisiana | Investment adviser representative | Approved | 24 March 2016 |
| Ohio | Investment adviser representative | Approved | 1 February 2012 |
| Texas | Investment adviser representative | Approved | 24 March 2016 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 October 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 June 2005 |
| Series 4 | Registered Options Principal Examination | 2 March 2009 |
| Series 53 | Municipal Securities Principal Examination | 5 June 2006 |
| Series 24 | General Securities Principal Examination | 26 September 2005 |
| Series 52TO | Municipal Securities Representative Examination | 25 September 2025 |
| SIE | Securities Industry Essentials Examination | 1 October 2018 |
| Series 7 | General Securities Representative Examination | 4 March 2005 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Registered Options Principal Examination
- Name
- Municipal Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- Municipal Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Eric Andrew Beahn
- CRD
- 4917272
- Registration status
- Investment adviser and broker registrations
- Office
- 3750 PARK EAST DRIVE #200, SUITE 100, Beachwood, OH 44122
- Firm bio
- stratoswealthpartners.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Stratos lists Eric Beahn as director of advisor compensation. Official firm biography
Common questions
Where does Eric Beahn work?
Eric Beahn has been Director of Advisory Compensation, Non-Member of Stratos Wealth Partners, LTD since January 2023, and is a control person of the firm.
Is Eric Beahn a financial advisor?
Yes. Eric Beahn has a current investment-adviser registration in Louisiana, Ohio and Texas, through Stratos Wealth Partners since February 2012, as of 18 October 2026.
How many years of experience does Eric Beahn have?
Eric Beahn has worked in the financial industry for 21 years as of 18 October 2026, counted from 20 March 2005, across 4 adviser firms.
What exams has Eric Beahn passed?
Eric Beahn has passed 8 licensing exams: the Series 7, Series 63, Series 24, Series 53, Series 65, Series 4, SIE and Series 52TO. The earliest, the Series 7, was passed in March 2005.
Where did Eric Beahn work before Stratos Wealth Partners?
Before Stratos Wealth Partners, Eric Beahn was registered through Pnc Investments, March 2010 to January 2012; Amtrust Investment Services, Inc., October 2007 to March 2010.
Where is Eric Beahn based?
Eric Beahn’s registered office is in Beachwood, OH.
Leadership at Stratos Wealth Partners
- Jeffrey ConcepcionChief Executive Officer, Manager
- Nancy AndrefskyChief Financial Officer, Non-Member
- Charis JonesChief Operating Officer, Non-Member
- Savanna SteedChief Compliance Officer, Non-Member
- David AlbinSupervisory Principal/Non-Member
- Marni AngusOffice of Supervision Jurisdiction; Non-Member
- Douglas BurnsDirector, Non-Member
- Megan HeatonSenior Supervisory Principal; Non-Member
- Kathryn LouttitChief Risk Officer
- Jon PawlowskiDirector of Regulatory Compliance, Non-Member
- Ryan ThibaultInvestment Supervisory Principal/Non-Member