Robert Aikey has been Managing Member & Chief Compliance Officer of Strategic Portfolio Solutions since August 2020, is a control person of the firm and directly owns 75% or more of it. Robert Aikey studied at the University of North Texas.
Strategic Portfolio Solutions, LLC is a Dallas, TX firm with $136M under management, 188 clients and 5 advisers across 3 offices, as of its March 2026 filing.
Rob Aikey is Managing Director and Portfolio Manager of Strategic Portfolio Solutions, LLC, based in Dallas. He has over 25 years' experience in investments, financial planning and portfolio management, and works with many of his clients on investment selection and tactical allocations. Before joining the firm, he provided the same services to mid and high net worth families at Charles Schwab as The Dallas Park Cities' Private Client Consultant.
Robert Aikey’s longest registration is the current one, 12 years at Strategic Portfolio Solutions since 2014. Before joining Strategic Portfolio Solutions in 2014, Robert Aikey was registered through McElhenny Sheffield Capital Management, LLC and Oakview Capital Management, L.P.
- – present · 12 yearsDallas, TX · Adviser representative · Firm CRD 156374
- McElhenny Sheffield Capital Management, LLC– · 3 yearsDallas, TX · Adviser representative · Firm CRD 115120
- Oakview Capital Management, L.P.– · under a yearDallas, TX · Adviser representative · Firm CRD 144877
- Charles Schwab & Co., Inc.– · 5 yearsDallas, TX · Adviser representative · Firm CRD 5393
Investment adviser representative registrations
Robert Aikey is registered as an investment adviser representative in 3 states. The first approvals date from May 2014; the most recent is North Carolina, in March 2024.
- ArizonaSince 16 February 2024
- North CarolinaSince 21 March 2024
- TexasSince 8 May 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 6 July 2004 |
| Series 24 | General Securities Principal Examination | 9 February 2001 |
| Series 7 | General Securities Representative Examination | 27 August 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 February 1995 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 25 January 1995 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Robert Andrew Aikey
- CRD
- 2574224
- Firm
- Strategic Portfolio Solutions · CRD 156374
- Role
- Managing Member & Chief Compliance Officer
- Office
- 17304 PRESTON ROAD, SUITE 125, Dallas, TX 75252
- Registration
- Investment adviser registration
- In the industry since
- November 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- investsps.com
Where does Robert Aikey work?
Robert Aikey has been Managing Member & Chief Compliance Officer of Strategic Portfolio Solutions, LLC since August 2020, and is a control person of the firm.
Is Robert Aikey a financial advisor?
Yes. Robert Aikey has a current investment-adviser registration in Arizona, North Carolina and Texas, through Strategic Portfolio Solutions since May 2014.
How many years of experience does Robert Aikey have?
Robert Aikey has 21 years in the financial industry, since November 2004, across 4 adviser firms.
What exams has Robert Aikey passed?
Robert Aikey has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 24 and Series 66. The earliest, the Series 6, was passed in January 1995.
Where did Robert Aikey work before Strategic Portfolio Solutions?
Before Strategic Portfolio Solutions, Robert Aikey was registered through McElhenny Sheffield Capital Management, LLC, May 2010 to May 2014; Oakview Capital Management, L.P., September 2009 to December 2009; Charles Schwab & Co., Inc., July 2004 to September 2009.
Where is Robert Aikey based?
Robert Aikey’s registered office is in Dallas, TX.
Is Robert Aikey registered with FINRA?
No. Robert Aikey has no current broker registration.
How can I verify Robert Aikey’s record?
Search CRD 2574224 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Aikey’s full registration record.