Lori Sutherland has been Office Manager - Retired 11/01/2025 of Strategic Probability Partners since November 2025, is not listed as a control person, but directly owns under 5% of the firm.
Strategic Probability Partners, LLC is a firm with $139M under management, 8 clients and 2 advisers in one office, as of its March 2026 filing.
- – · 9 yearsNaples, FL · Adviser representative · Firm CRD 174441
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 March 2016 |
| Series 24 | General Securities Principal Examination | 8 December 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 August 1997 |
| Series 7 | General Securities Representative Examination | 28 May 1997 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Lori Tedd Sutherland
- CRD
- 2875634
- Firm
- Strategic Probability Partners · CRD 174441
- Role
- Office Manager - Retired 11/01/2025
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Lori Sutherland work?
Lori Sutherland has been Office Manager - Retired 11/01/2025 of Strategic Probability Partners, LLC since November 2025.
Does Lori Sutherland have a current investment-adviser registration?
Lori Sutherland has no current investment-adviser or broker registration.
What exams has Lori Sutherland passed?
Lori Sutherland has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in May 1997.
Where was Lori Sutherland previously registered as an investment adviser?
Lori Sutherland has past investment-adviser registrations through Strategic Probability Partners, LLC, April 2016 to November 2025, across 1 firm.
Is Lori Sutherland registered with FINRA?
No. Lori Sutherland has no current broker registration.
How can I verify Lori Sutherland’s record?
Search CRD 2875634 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lori Sutherland’s full registration record.
- David Bruce WilliamsChief Operating Officer
- Craig SutherlandManaging Member and Chief Compliance Officer