# DOUGLAS JAMES STEPANSKY

DOUGLAS JAMES STEPANSKY is an investment adviser representative (IAR) with state registration records since 2004, appearing at 4 firms. Currently registered with STRATEGIC INVESTMENT SOLUTIONS, INC..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STRATEGIC INVESTMENT SOLUTIONS, INC.](https://search.stillhousedata.com/firm/143128) | 2010-12-03 | present | Yes |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2009-09-08 | 2009-12-18 | — |
| [WATERSTONE FINANCIAL GROUP, INC.](https://search.stillhousedata.com/firm/10078) | 2004-03-04 | 2009-09-08 | — |
| [HERITAGE CAPITAL MANAGEMENT INC](https://search.stillhousedata.com/firm/110383) | 2004-01-21 | 2006-09-22 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4063040)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4063040.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.