Robert Michael Byrns
Investment adviser representative at Strategic Investment Solutions, Inc.
21 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$830.2MFirm assets
Are you Robert Michael Byrns? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
21 years in the industry.
- Forum Financial Management, LPMar 2021 to now
- Purshe Kaplan Sterling InvestmentsJan 2006 to now
- Rb Tax/tfsiJan 2006 to now
- Strategic Investment Solutions, Inc.Oct 2005 to now
- LPL Financial LLCSep 2009 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 4 states (AZ, IL, TX, WI).
Strategic Investment Solutions, Inc.
$830.2MAssets managed
2,695Clients
10Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2008961
- Firm CRD
- 143128