RA
Robert A. Aikey
STRATEGIC PORTFOLIO SOLUTIONS
Dallas, TX 75252
Some features on this profile are disabled
CRD#: 2574224
RA
Professional summary
Robert Andrew Aikey, who also goes by Rob Aikey, is a registered financial advisor currently at STRATEGIC PORTFOLIO SOLUTIONS, LLC located in Dallas, Texas.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Robert has worked at 5 firms and has passed the Series 66, Series 63, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rob Aikey
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.
RAMMELL ANDREWS LLC, NOT INVESTMENT-RELATED, 14677 MIDWAY DRIVE SUITE 120, ADDISON, TX, 75001 HEALTH AND LIFE INSURANCE, FOUNDER, 7/9/2010, 4-6 HRS/MONTH, 0 HRS DURING TRADING HOURS, FACILITATE HEALTH UNDER AND OVER 65 HEALTH POLICIES AND SELL LIFE INSURANCE POLICIES; PHOTOGRAPHY AND ART, 0 HOURS DURING NORMAL BUSINESS HOURS BUT AROUND 10 HOURS A WEEK ON WEEKENDS. STRATEGITRADE LLC; INVESTMENT-RELATED; 17304 PRESTON ROAD SUITE 125, DALLAS, TX, 75252 ; INVESTMENT INFORMATION; OWNER; START 06/2022; 8 HRS/MONTH; 0 HRS DURING TRADING HOURS; RUN SCREENERS AND UPDATE WEBSITE WITH RESULTS
CRS (Client Relationship Summary) - RIA
Click below to view Robert Andrew Aikey'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®
NoneExperience
Current
May 8, 2014 - Present
STRATEGIC PORTFOLIO SOLUTIONS, LLC
Office #1: 17304 Preston Road Suite 125, Dallas, TX 75252RIA
CRD#: 156374
Dallas, TX
Past
May 7, 2010 - May 2, 2014
MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC
RIA
CRD#: 115120
DALLAS, TX
Past
September 14, 2009 - December 31, 2009
OAKVIEW CAPITAL MANAGEMENT, L.P.
RIA
CRD#: 144877
DALLAS, TX
Past
July 7, 2004 - September 11, 2009
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
DALLAS, TX
Past
May 5, 2004 - September 11, 2009
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
DALLAS, TX
Past
January 26, 1995 - October 30, 2002
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
SMITHFIELD, RI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SP
STRATEGIC PORTFOLIO SOLUTIONS, LLC
STRATEGIC PORTFOLIO SOLUTIONS, LLC
CRD#: 156374 / SEC#: 801-131029
RIA
Registered Investment Advisory firm - (8/30/2024 Approved)Arizona
Registered Investment Advisory firm - (9/3/2024 Terminated)Louisiana
Registered Investment Advisory firm - (9/17/2024 Terminated)North Carolina
Registered Investment Advisory firm - (9/19/2024 Terminated)Texas
Registered Investment Advisory firm - (9/3/2024 Terminated)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
Arizona(2/16/2024)
IAR
North Carolina(3/21/2024)
IAR
Texas(5/8/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
SP
STRATEGIC PORTFOLIO SOLUTIONS, LLC
STRATEGIC PORTFOLIO SOLUTIONS, LLC
CRD#: 156374 / SEC#: 801-131029
RIA
Registered Investment Advisory firm - (8/30/2024 Approved)Arizona
Registered Investment Advisory firm - (9/3/2024 Terminated)Louisiana
Registered Investment Advisory firm - (9/17/2024 Terminated)North Carolina
Registered Investment Advisory firm - (9/19/2024 Terminated)Texas
Registered Investment Advisory firm - (9/3/2024 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
17304 Preston Road Suite 125, Dallas, TX 75252
Mailing Address
17304 Preston Road Suite 125, Dallas, TX 75252
Phone number
(214) 446-4910
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 355 |
| AUM (Assets Under Management) | $ 112,019,091 |
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 PORTFOLIO SOLUTIONS, LLC
CRD#: 156374Dallas, TX 75252TRUST BUT VERIFY
Monitor Robert Aikey
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
