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Douglas James Stepansky

STRATEGIC INVESTMENT SOLUTIONS, INC.·ORLAND PARK, Illinois
Clean recordSTRATEGIC INVESTMENT SOLUTIONS, INC.
9501 W 144TH PLACE, ORLAND PARK, IL 60462-2562CRD# 4063040Firm CRD# 143128

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Douglas James Stepansky · ORLAND PARK, IL
Registration
CRD #4063040 · STRATEGIC INVESTMENT SOLUTIONS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Douglas James Stepansky is a registered financial advisor based in ORLAND PARK, Illinois, affiliated with STRATEGIC INVESTMENT SOLUTIONS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
STRATEGIC INVESTMENT SOLUTIONS, INC.
STRATEGIC INVESTMENT SOLUTIONS, INC.
AUM
$780M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at STRATEGIC INVESTMENT SOLUTIONS, INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4063040
Firm CRD# 143128
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Douglas James Stepansky offer?
Douglas James Stepansky specializes in Investment Management, Fee-Only Advisory. Contact their office in ORLAND PARK, Illinois for a consultation.
What are Douglas James Stepansky's credentials?
Douglas James Stepansky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglas James Stepansky located?
Douglas James Stepansky is based in ORLAND PARK, Illinois, working with STRATEGIC INVESTMENT SOLUTIONS, INC.. Their office serves clients in the ORLAND PARK metropolitan area and surrounding communities.
How does Douglas James Stepansky charge for services?
Douglas James Stepansky's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIC INVESTMENT SOLUTIONS, INC.?
STRATEGIC INVESTMENT SOLUTIONS, INC. has approximately 15 employees and manages $780M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STRATEGIC INVESTMENT SOLUTIONS, INC.

Thomas Edwin King
ORLAND PARK, IL
Robert Michael Byrns
ORLAND PARK, IL
Ayman Saidi
ORLAND PARK, IL

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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