Douglas James Stepansky
Investment adviser representative at Strategic Investment Solutions, Inc.
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$830.2MFirm assets
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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
17 years in the industry.
- Purshe Kaplan Sterling InvestmentsJan 2018 to now
- Strategic Investment Solutions, Inc.Dec 2010 to now
- LPL Financial, LLCSep 2009 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 4063040
- Firm CRD
- 143128