Role at Stratos Wealth Partners
- Title on Schedule A
- Chief Risk Officer
- Control
- Kathryn Louttit is a control person of Stratos Wealth Partners.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Kathryn Louttit has held the filed role since March 2022.
The firm
Form ADV filed 1 October 2026
Career on record
Kathryn Louttit has been registered through Stratos Wealth Partners since September 2021.
- Passed Series 14 and Series 99TO · 2023
- Stratos Wealth Partners, LtdCurrent– present · 5 yearsBeachwood, OH · Adviser representative · Firm CRD 153184
- LPL Financial LLCCurrent– present · 5 yearsBrecksville, OH · Adviser representative and broker · Firm CRD 6413
- Passed SIE · 2018
- Passed Series 24 · 2007
- Passed Series 7 · 2006
Registrations and exams
Kathryn Louttit has a current investment-adviser registration in Ohio and has passed 5 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Ohio | Investment adviser representative | Approved | 8 September 2021 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 14 | Compliance Officer Examination | 2 January 2023 |
| Series 24 | General Securities Principal Examination | 23 January 2007 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | 1 October 2018 |
| Series 7 | General Securities Representative Examination | 26 April 2006 |
- Name
- Compliance Officer Examination
- Name
- General Securities Principal Examination
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Kathryn Hale Louttit
- CRD
- 4365135
- Registration status
- Investment adviser and broker registrations
- Office
- 3750 PARK EAST DRIVE, SUITE 200, 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 Kathryn Louttit as its chief risk officer. Official firm biography
Common questions
Where does Kathryn Louttit work?
Kathryn Louttit has been Chief Risk Officer of Stratos Wealth Partners, LTD since March 2022, and is a control person of the firm.
Is Kathryn Louttit a financial advisor?
Yes. Kathryn Louttit has a current investment-adviser registration in Ohio, through Stratos Wealth Partners since September 2021, as of 17 October 2026.
How many years of experience does Kathryn Louttit have?
Kathryn Louttit has worked in the financial industry for 18 years as of 17 October 2026, counted from 11 February 2008, across 2 adviser firms.
What exams has Kathryn Louttit passed?
Kathryn Louttit has passed 5 licensing exams: the Series 7, Series 24, SIE, Series 14 and Series 99TO. The earliest, the Series 7, was passed in April 2006.
Where is Kathryn Louttit based?
Kathryn Louttit’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
- Eric BeahnDirector of Advisory Compensation, Non-Member
- Douglas BurnsDirector, Non-Member
- Megan HeatonSenior Supervisory Principal; Non-Member
- Jon PawlowskiDirector of Regulatory Compliance, Non-Member
- Ryan ThibaultInvestment Supervisory Principal/Non-Member