Unclaimed Profile

Robert Andrew Aikey

STRATEGIC PORTFOLIO SOLUTIONS, LLC·DALLAS, Texas

Series 6, Series 7, Series 24, Series 63, Series 6622 years registeredSTRATEGIC PORTFOLIO SOLUTIONS, LLC

17304 PRESTON ROAD, DALLAS, TX 75252CRD# 2574224Firm CRD# 156374

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Andrew Aikey · DALLAS, TX

Registration

CRD #2574224 · STRATEGIC PORTFOLIO SOLUTIONS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

STRATEGIC PORTFOLIO SOLUTIONS, LLC

May 2014 – present

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

May 2010 – May 2014

DALLAS, TX

OAKVIEW CAPITAL MANAGEMENT, L.P.

Sep 2009 – Dec 2009

DALLAS, TX

CHARLES SCHWAB & CO., INC.

Jul 2004 – Sep 2009

DALLAS, TX

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · July 7, 2004

Years registered · 22

Disclosure History

2008Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

STRATEGIC PORTFOLIO SOLUTIONS, LLC

CRD 156374 · SEC 801-131029

AUM

$102M

Regulatory assets under management

Employees

312 client accounts

Services offered by STRATEGIC PORTFOLIO SOLUTIONS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at STRATEGIC PORTFOLIO SOLUTIONS, LLC →

Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DALLAS?

Browse all registered financial advisors in DALLAS, Texas or claim this profile if it's yours.

Browse DALLAS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Robert Andrew Aikey offer?

Robert Andrew Aikey specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.

What are Robert Andrew Aikey's credentials?

Robert Andrew Aikey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Andrew Aikey located?

Robert Andrew Aikey is based in DALLAS, Texas, working with STRATEGIC PORTFOLIO SOLUTIONS, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Robert Andrew Aikey charge for services?

Robert Andrew Aikey's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STRATEGIC PORTFOLIO SOLUTIONS, LLC?

STRATEGIC PORTFOLIO SOLUTIONS, LLC has approximately 5 employees and manages $102M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →