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AR

Arthur R. Randall

STRATEGIC INVESTMENT SOLUTIONS
Bluffton, SC
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CRD#: 1246969
AR

Professional summary


Arthur Raymond Randall JR, who also goes by Arthur R Randall, Ray Randall, Ray Rayndall Jr, is a registered financial advisor currently at STRATEGIC INVESTMENT SOLUTIONS, LLC located in Bluffton, South Carolina.

Arthur is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Arthur has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Arthur R Randall | Ray Randall | Ray Rayndall Jr

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
ETHOS ADVISORY PROPERTY MANAGEMENT, LLC BUSINESS IS NOT INVESTMENT-RELATED ADDRESS: 28 COUNTY ROAD SUITE ONE ESSEX, MA 01929-1127 NATURE OF BUSINESS: REAL PROPERTY MANAGEMENT POSITION: SOLE PROPRIETOR START DATE OF RELATIONSHIP: 10/1/2001 APPROXIMATE NUMBER OF HOURS PER MONTH DEVOTED: 12 HOURS HOURS DEVOTED DURING TRADING HOURS: 0 HOURS

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Arthur Raymond Randall JR's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 13, 2019 - Present

STRATEGIC INVESTMENT SOLUTIONS, LLC

RIA
CRD#: 298363
Bluffton, SC
Past

October 23, 2009 - April 5, 2019

LEXINGTON WEALTH MANAGEMENT, INC.

RIA
CRD#: 135507
Essex, MA
Past

June 4, 2004 - December 31, 2009

ETHOS ADVISORY SERVICES, INC.

RIA
CRD#: 129474
ESSEX, MA
Past

February 23, 1994 - December 31, 1996

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
LYNNFIELD, MA
Past

June 10, 1991 - February 23, 1994

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

May 22, 1984 - June 27, 1984

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

May 22, 1984 - June 14, 1991

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(1/3/2022)
IAR
South Carolina
(2/13/2019)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/29/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


SI
STRATEGIC INVESTMENT SOLUTIONS, LLC
STRATEGIC INVESTMENT SOLUTIONS, LLC

CRD#: 298363 / SEC#:

Massachusetts
Registered Investment Advisory firm - (1/3/2022 Approved)
South Carolina
Registered Investment Advisory firm - (2/13/2018 Approved)
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Contact information


Main Address
Bluffton, SC
Mailing Address
Phone number
(978) 801-1946
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts34
AUM (Assets Under Management)$ 4,223,032

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


STRATEGIC INVESTMENT SOLUTIONS, LLC

CRD#: 298363Bluffton, SC

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