AdvisorOS Directory
Claim Profile
Unclaimed Profile
KL

Kathryn Hale Louttit

STRATOS WEALTH PARTNERS, LTD·BEACHWOOD, Ohio
SIE, Series 7, Series 14, Series 24, Series 99TOClean record4 years registeredSTRATOS WEALTH PARTNERS, LTD
3750 PARK EAST DR, BEACHWOOD, OH 44122CRD# 4365135Firm CRD# 153184

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kathryn Hale Louttit · BEACHWOOD, OH
Registration
CRD #4365135 · STRATOS WEALTH PARTNERS, LTD · 4 years registered
Brand Profile
Not yet started
01

Career History

STRATOS WEALTH PARTNERS, LTD
Sep 2021 – present
LPL FINANCIAL LLC
Sep 2021 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 99TO
Registration record
First registered · September 7, 2021
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STRATOS WEALTH PARTNERS, LTD
CRD 153184 · SEC 801-71457
AUM
$12.5B
Regulatory assets under management
Employees
562
37,396 client accounts
Services offered by STRATOS WEALTH PARTNERS, LTD
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at STRATOS WEALTH PARTNERS, LTD →
Introduction

Speak with Kathryn

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kathryn is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BEACHWOOD?

Browse all registered financial advisors in BEACHWOOD, Ohio or claim this profile if it's yours.

Browse BEACHWOOD AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Kathryn Hale Louttit offer?
Kathryn Hale Louttit specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEACHWOOD, Ohio for a consultation.
What are Kathryn Hale Louttit's credentials?
Kathryn Hale Louttit is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathryn Hale Louttit located?
Kathryn Hale Louttit is based in BEACHWOOD, Ohio, working with STRATOS WEALTH PARTNERS, LTD. Their office serves clients in the BEACHWOOD metropolitan area and surrounding communities.
How does Kathryn Hale Louttit charge for services?
Kathryn Hale Louttit's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of assets under management with third party managers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATOS WEALTH PARTNERS, LTD?
STRATOS WEALTH PARTNERS, LTD has approximately 562 employees and manages $12.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at STRATOS WEALTH PARTNERS, LTD

Jeffrey Alan Concepcion
BEACHWOOD, OH
Bryan D Meilinger
BEACHWOOD, OH
Douglas Alan Burns
BEACHWOOD, OH
Jennifer Kathryn Collins
BEACHWOOD, OH
Thomas Michael Copley
BEACHWOOD, OH
Daniel Jack Jacoby
BEACHWOOD, OH

More Advisors in BEACHWOOD, Ohio

Susan Fine Akers
WINSLOW ASSET MANAGEMENT INC·BEACHWOOD, OH
Mark Kangas
NORTH STAR ADVISORY GROUP, LLC·BEACHWOOD, OH
William Patrick Gibbons
VAN CLEEF ASSET MANAGEMENT INC·BEACHWOOD, OH
Phoebe Vandusen Sylvester Kaylor
WINSLOW ASSET MANAGEMENT INC·BEACHWOOD, OH
David Carl Henkel
CM WEALTH ADVISORS LLC·BEACHWOOD, OH
Donald Dennis Lynch
VAN CLEEF ASSET MANAGEMENT INC·BEACHWOOD, OH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (430)COLUMBUS (229)CLEVELAND (169)DUBLIN (50)AKRON (50)DAYTON (34)INDEPENDENCE (30)WESTLAKE (28)NEW ALBANY (24)BROOKLYN (24)
City Guides
CINCINNATI GuideCOLUMBUS GuideCLEVELAND GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
Request removal of this profile