CRD: 143128
Strategic Investment Solutions, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-23-2007
- Office Locations
- 2
Office Locations
About Strategic Investment Solutions, Inc.
Strategic Investment Solutions, Inc. is an SEC-registered RIA delivering fiduciary financial planning and investment management, with an emphasis on simplifying complex decisions and guiding clients through life and business transitions. The team brings CFP and AIF expertise to customized, goal-based plans and implements diversified portfolios often using ETFs and mutual funds. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
AYMAN SAIDI
Financial Advisor, General Partner, President
- CRD
- #6115388
- Ownership
- 75% or more
DOUGLAS JAMES STEPANSKY
Chief Compliance Officer
- CRD
- #4063040
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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ROBERT MICHAEL BYRNS
Advisor
- CRD
- #2008961
COLIN THOMAS KELLY
Financial Advisor, General Partner
- CRD
- #2656700
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $830,236,000 | $228,652 |
| Non-Discretionary | $0 | -- |
| Total | $830,236,000 | $228,652 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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