ChooseAFinancialAdvisor.com
Advisors / Illinois / Chicago
6yrs

Stratton Harrison

Financial advisor at Xypn Sapphire

Stratton Harrison has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Chicago, Illinois. Stratton has been with Xypn Sapphire since 2025; before that, Stratton spent a year at Allworth Financial and three years at Robert W. Baird & Co.. Stratton holds the CFP® designation.

One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.

Chicago, ILCFP®Fiduciary advisor
Call Xypn SapphireDirections

At a glance

Experience6 years (since 2020)
How that compares ?6 years in the industry
OfficeChicago, IL
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.3 million
Advisors at the firm63
States licensed ?1 state

Services through Xypn Sapphire

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. Feb 2025 – now
    Xypn SapphireCurrent firm
  2. Jul 2024 – Feb 2025
  3. 2021 – 2024
  4. Dec 2020 – May 2021

Questions to ask Stratton

Tailored to Stratton’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Stratton

How do I contact Stratton?

Call Xypn Sapphire at (360) 301-7579 and ask for Stratton Harrison. Stratton works from the Chicago, IL office.

How long has Stratton been a financial advisor?

Stratton has been in the industry since 2020, about 6 years. 6 years in the industry.

What licenses does Stratton hold?

Series 66. Tap any license on this page to see what it allows.

Is Stratton a fiduciary?

Stratton is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Stratton paid?

Xypn Sapphire reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Stratton for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

Other advisors nearby

William Blair & Company
47yrs
Louise Lane
Financial advisor
150 North Riverside Plaza
Chicago, IL 60606
Top advisor by experience in Illinois
Fiduciary
Call Directions
Cohen Capital
47yrs
Michael Cohen
Financial advisor
303 East Wacker Drive Suite 2103
Chicago, IL 60601
Top advisor by experience at Cohen Capital
Fiduciary
Call Directions
Oppenheimer & Co.
47yrs
Paul Sortal
Financial advisor
500 West Madison Suite 3800
Chicago, IL 60661
Top 1% by experience in Chicago
Fiduciary
Call Directions
Merrill
47yrs
Francis Roche
Financial advisor
110 N Wacker Dr
Chicago, IL 60606
Top 1% by experience in Chicago
Fiduciary
Call Directions
William Blair & Company
47yrs
Stephen Elkins
Financial advisor
150 North Riverside Plaza
Chicago, IL 60606
Top 1% by experience in Chicago
Fiduciary
Call Directions
Morgan Stanley
47yrs
James Gillespie
Financial advisor
233 South Wacker Drive Suite 8600
Chicago, IL 60606
Top 1% by experience in Chicago
Fiduciary
Call Directions

See all advisors near Chicago