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RIA / WealthAdvisor27 years in industry

KARYN PISTONE

Advisor at STRATOS WEALTH ADVISORS LLC

Pepper Pike, OH

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Search this name across graphsid dfx:ria:16298834-9a5d-dc4e-9e90-d5f282a029cc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jan 24, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATOS WEALTH ADVISORS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 19, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S63
First exam: Nov 19, 1998
First registration: Jan 24, 2003
Dual registered: no
IAPD individual key: 859379

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATOS WEALTH ADVISORS LLC	Independent wealth	Dec 13, 2023	n/a	yes	Pepper Pike, OH	Current employment
BEACON FINANCIAL ADVISORY LLC	Independent wealth	May 11, 2015	Dec 14, 2023	no	CLEVELAND, OH	Previous registration
CAPITAL ANALYSTS	Bd affiliated wealth	Jun 5, 2012	Aug 9, 2017	no	CLEVELAND, OH	Previous registration
LINCOLN INVESTMENT	Independent wealth	Jun 1, 2012	Jun 1, 2015	no	Cleveland, OH\|Pepper Pike, OH	Previous registration
CINCINNATI ANALYSTS, INC	Former SEC adviser	Apr 28, 2010	Jun 1, 2012	no	CLEVELAND, OH\|CINCINNATI, OH	Previous registration
SANDERS MORRIS LLC	Independent wealth	Feb 13, 2007	May 21, 2010	no	BEACHWOOD, OH\|BEACHWOOD, OH	Previous registration
OSAIC FA, INC.	Former SEC adviser	Jan 24, 2003	Feb 12, 2007	no	CLEVELAND, OH\|ORANGE VILLAGE, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BEACON FINANCIAL ADVISORY LLC	STRATOS WEALTH ADVISORS LLC	Dec 14, 2023	Dec 13, 2023	-1	Firm change	RIA to RIA
CAPITAL ANALYSTS	BEACON FINANCIAL ADVISORY LLC	Aug 9, 2017	May 11, 2015	-821	Firm change after gap	Other
LINCOLN INVESTMENT	CAPITAL ANALYSTS	Jun 1, 2015	Jun 5, 2012	-1,091	Firm change after gap	Other
CINCINNATI ANALYSTS, INC	LINCOLN INVESTMENT	Jun 1, 2012	Jun 1, 2012	0	Bulk transfer	Other
SANDERS MORRIS LLC	CINCINNATI ANALYSTS, INC	May 21, 2010	Apr 28, 2010	-23	Firm change	Other
OSAIC FA, INC.	SANDERS MORRIS LLC	Feb 12, 2007	Feb 13, 2007	1	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
174334:283816:OH:2023-12-14	Dec 14, 2023	Dec 13, 2023	CLEVELAND, OH	Firm change
519:162200:OH:2015-06-01	Jun 1, 2015	Jun 5, 2012	PEPPER PIKE, OH	Firm change after gap

Relationships

Registered with (7)

→ STRATOS WEALTH ADVISORS LLCRegistered adviserregistration: current employment
Dec 13, 2023 to presentfactForm ADV
→ BEACON FINANCIAL ADVISORY LLCRegistered adviserregistration: previous registration
May 11, 2015 to Dec 14, 2023factForm ADV
→ CAPITAL ANALYSTSRegistered adviserregistration: previous registration
Jun 5, 2012 to Aug 9, 2017factForm ADV
→ LINCOLN INVESTMENTRegistered adviserregistration: previous registration
Jun 1, 2012 to Jun 1, 2015factForm ADV
→ CINCINNATI ANALYSTS, INCRegistered adviserregistration: previous registration
Apr 28, 2010 to Jun 1, 2012factForm ADV
→ SANDERS MORRIS LLCRegistered adviserregistration: previous registration
Feb 13, 2007 to May 21, 2010factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Jan 24, 2003 to Feb 12, 2007factForm ADV

Dated events

Occurred
Dec 14, 2023
Advisor changed firm
Karyn Pistone left Beacon Financial Advisory Llc for Stratos Wealth Advisors Llc (registered 2023-12-13)
Form ADVobserved 6 days ago