Career
Savanna Steed has been Chief Compliance Officer, Non-Member of Stratos Wealth Partners since September 2025. Savanna Steed is not listed as a control person, but directly owns under 5% of the firm.
Stratos Wealth Partners, LTD is a Beachwood, OH firm with $18.6B under management, 25,391 clients and 352 advisers across 171 offices, as of its October 2026 filing.
- LPL Financial LLCAlso current– present · 1 yearSan Diego, CA · Adviser representative and broker · Firm CRD 6413
- Osaic Wealth, Inc.– · 1 yearAtlanta, GA · Adviser representative · Firm CRD 23131
- Triad Advisors, LLC– · 2 yearsAtlanta, GA · Adviser representative · Firm CRD 25803
- Key Investment Services LLC– · 2 yearsOlympia, WA · Adviser representative · Firm CRD 136300
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| California | Approved | 29 September 2025 |
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 4 | Registered Options Principal Examination | 24 February 2022 |
| Series 53 | Municipal Securities Principal Examination | 3 January 2021 |
| Series 52TO | Municipal Securities Representative Examination | 3 November 2020 |
| Series 66 | Uniform Combined State Law Examination | 15 July 2019 |
| Series 24 | General Securities Principal Examination | 20 May 2019 |
| Series 7TO | General Securities Representative Examination | 28 February 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 30 November 2017 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 5 October 2017 |
- Name
- Registered Options Principal Examination
- Name
- Municipal Securities Principal Examination
- Name
- Municipal Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
Individual record
- Full name
- Savanna L Steed
- CRD
- 6842064
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Savanna Steed work?
Savanna Steed has been Chief Compliance Officer, Non-Member of Stratos Wealth Partners, LTD since September 2025.
Is Savanna Steed a financial advisor?
Yes. Savanna Steed has a current investment-adviser registration in California, through Stratos Wealth Partners since September 2025.
How many years of experience does Savanna Steed have?
Savanna Steed has 9 years in the financial industry, since October 2017, across 5 adviser firms.
What exams has Savanna Steed passed?
Savanna Steed has passed 8 licensing exams: the Series 6, Series 63, Series 7TO, Series 24, Series 66, Series 52TO, Series 53 and Series 4. The earliest, the Series 6, was passed in October 2017. FINRA credited Savanna Steed with the SIE, which began in October 2018.
Where did Savanna Steed work before Stratos Wealth Partners?
Before Stratos Wealth Partners, Savanna Steed was registered through Osaic Wealth, Inc., August 2024 to September 2025; Triad Advisors, LLC, February 2022 to August 2024; Key Investment Services LLC, July 2019 to February 2022.
Leadership at Stratos Wealth Partners
- Jeffrey ConcepcionChief Executive Officer, Manager
- Nancy AndrefskyChief Financial Officer, Non-Member
- Charis JonesChief Operating 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
- Kathryn LouttitChief Risk Officer
- Jon PawlowskiDirector of Regulatory Compliance, Non-Member
- Ryan ThibaultInvestment Supervisory Principal/Non-Member