Chief Compliance Officer, Non-Member · Stratos Wealth Partners, LTD
Savanna L Steed
CRD 6842064 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Stratos Wealth Partners, LTD, an SEC-registered wealth manager based in Beachwood, OH with $18.6 billion in regulatory assets, lists Savanna L Steed on its Form ADV as Chief Compliance Officer, Non-Member. The SEC filings also name Savanna at 2 other registered advisers.
Firms and roles
- Stratos Wealth Partners, LTDChief Compliance Officer, Non-MemberWealth manager · Beachwood, OH · $19B in regulatory assets
- Stratos Wealth Advisors LLCDirector of Advisory Compliance, Non-MemberWealth manager · Beachwood, OH · $5.6B in regulatory assets
- Stratos Investment Management, LLCDirector of Advisory Compliance, Non-MemberAsset manager · Beachwood, OH · $3.3B in regulatory assets
AtlasMembers
Savanna’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 3 firmsLocked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Savanna’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (14)
- Jeffrey A. ConcepcionChief Executive Officer, Manager, Stratos Wealth Partners, LTD
- Nancy E. AndrefskyChief Financial Officer, Non-Member, Stratos Wealth Partners, LTD
- Eric A. BeahnDirector of Advisory Compensation, Non-Member, Stratos Wealth Partners, LTD
- Kathryn H. LouttitChief Risk Officer, Stratos Wealth Partners, LTD
- Douglas A. BurnsDirector, Non-Member, Stratos Wealth Partners, LTD
9 more people named with Savanna on the same filings, with titles and firms. Free in Atlas with a free account.
See all 14 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Savanna’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.