Robert
Bove

Strategic Investment Solutions, Inc

CRD#4163594
Investment Advisor
in Avon, OH

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About this Advisor

Robert Bove is a financial advisor working in Avon, Ohio with a total of 2 years of industry experience. Bove currently works for Strategic Investment Solutions, Inc. Their career trajectory has included roles at Lpl Financial, LLC, Stratos Wealth Partners, LTD, Purshe Kaplan Sterling Investments and Strategic Investment Solutions. Bove has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Ohio. Strategic Investment Solutions, Inc is a registered investment company based out of Orland Park, IL. The company has offices in four locations and a total of 13 employees. It has $611 million in total assets among its 3,082 accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 3,082 customer accounts, just 9% are associated with high-net-worth individuals who have more than $1 million in assets. Strategic Investment Solutions, Inc offers portfolio management for individuals and small businesses. Fees for financial management usually vary depending on which services the firm provides the client. Fees charged by Strategic Investment Solutions, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

36901 American Way Suite 5
Avon, OH 44011

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Strategic Investment Solutions, Inc Brokerage Details

Total Assets Under Management

$611,000,000

OH Average: $6,674,516,078
Total Number of Employees

13

OH Average: 44
Total Number of Accounts

3,082

OH Average: 2,564
Average Account Size

$198,248

OH Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Robert Bove Work History

Robert has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Purshe Kaplan Sterling Investments

2021 - Present (3 years)

Strategic Investment Solutions

2013 - 2021 (8 years)

Stratos Wealth Partners, LTD

2009 - 2021 (12 years)

Lpl Financial, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert Bove to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Strategic Investment Solutions, Inc

Alexandra Nelson
Orland Park, IL
William Ferber
Westlake, OH
Ayman Saidi
Orland Park, IL
Trent Overzet
Orland Park, IL
David Matuszak
Orland Park, IL
Stephen Dzurec
Orland Park, IL
Robert Bove
Avon, OH
Douglas Stepansky
Orland Park, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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