Victor G. Boltniew

SOLID ROCK INVESTMENT ADVISORY LLC

CLEVELAND, TN 37312

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CRD#: 5426117

Professional summary

Victor Gabriel Boltniew MR., who also goes by VIctor Gabriel Boltniew, is a registered financial advisor currently at SOLID ROCK INVESTMENT ADVISORY LLC located in Cleveland, Tennessee.

Victor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Victor has worked at 5 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Victor Gabriel Boltniew

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victor Gabriel Boltniew MR.'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

October 21, 2025 - Present

SOLID ROCK INVESTMENT ADVISORY LLC

Office #1: 1510 Stuart Rd Ne Ste 204c, Cleveland, TN 37312

RIA

CRD#: 339036

CLEVELAND, TN

Past

May 4, 2017 - October 20, 2025

CAPITAL RETIREMENT PLANNING, LLC

RIA

CRD#: 145156

Cleveland, TN

Past

October 11, 2012 - May 12, 2017

CG ADVISORY SERVICES

RIA

CRD#: 110929

CLEVELAND, TN

Past

September 24, 2009 - December 31, 2012

AMERICAN INVESTMENT SERVICES

RIA

CRD#: 144088

CLEVELAND, TN

Past

January 8, 2009 - March 13, 2009

ENVISION INVESTMENT ADVISORS, LLC

RIA

CRD#: 143667

CLEVELAND, TN

Past

February 13, 2008 - December 31, 2008

ENVISION INVESTMENT ADVISORS, LLC

RIA

CRD#: 143667

CLEVELAND, TN

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

Tennessee
(10/21/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/12/2008

Uniform Investment Adviser Law Examination

Current Firm

SOLID ROCK INVESTMENT ADVISORY LLC

CRD#: 339036 / SEC#:

Tennessee

Registered Investment Advisory firm - (10/21/2025 Approved)

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Contact information

Main Address

1510 Stuart Rd Ne Ste 204c, Cleveland, TN 37312

Mailing Address

Phone number

(423) 614-4005

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Victor G. Boltniew

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victor Gabriel Boltniew MR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

SOLID ROCK INVESTMENT ADVISORY LLC

CAPITAL RETIREMENT PLANNING, LLC

CG ADVISORY SERVICES

AMERICAN INVESTMENT SERVICES

ENVISION INVESTMENT ADVISORS, LLC

ENVISION INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/12/2008

Current Firm

SOLID ROCK INVESTMENT ADVISORY LLC

Contact information

Documents

Red Flags

Company Information

SOLID ROCK INVESTMENT ADVISORY LLC

TRUST BUT VERIFY

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