James Robert Viktora
Investment adviser representative at Strategic Investment Solutions, Inc.
10 yearsExperience
1 stateRegistered in
$830.2MFirm assets
19 yearsFirm in business
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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
10 years in the industry.
- Strategic Investment Solutions, Inc.Apr 2026 to now
- PayentryApr 2025 to now
- PaychexMar 2023 to Apr 2025
- Bank of America, N.A.Jun 2016 to Mar 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2016 to Mar 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2016
- Series 65 · Uniform Investment Adviser Law2026
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
- 5284023
- Firm CRD
- 143128