Unclaimed Profile

Alexander Robert Potenza

SKYVIEW FINANCIAL GROUP, LLC·PONTE VEDRA BEACH, Florida

SIE, Series 7, Series 31, Series 63, Series 65Clean record21 years registeredSKYVIEW FINANCIAL GROUP, LLC

816 A1A N, PONTE VEDRA BEACH, FL 32082CRD# 2566483Firm CRD# 310581

Profile Verification

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

Identity

Alexander Robert Potenza · PONTE VEDRA BEACH, FL

Registration

CRD #2566483 · SKYVIEW FINANCIAL GROUP, LLC · 21 years registered

Brand Profile

Not yet started

Career History

SKYVIEW FINANCIAL GROUP, LLC

Sep 2020 – present

TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

Mar 2017 – Sep 2020

PONTE VEDRA BEACH, FL

RAYMOND JAMES & ASSOCIATES, INC.

Sep 2007 – Apr 2017

PONTE VEDRA BEACH, FL

UBS FINANCIAL SERVICES INC.

Jan 2005 – Sep 2007

JACKSONVILLE, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · January 28, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SKYVIEW FINANCIAL GROUP, LLC

CRD 310581 · SEC 801-129593

AUM

$103M

Regulatory assets under management

Employees

110 client accounts

Services offered by SKYVIEW FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

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 SKYVIEW FINANCIAL GROUP, LLC →

Introduction

Speak with Alexander

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

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

Looking for a financial advisor in PONTE VEDRA BEACH?

Browse all registered financial advisors in PONTE VEDRA BEACH, Florida or claim this profile if it's yours.

Browse PONTE VEDRA BEACH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Alexander Robert Potenza offer?

Alexander Robert Potenza specializes in Financial Planning, Investment Management. Contact their office in PONTE VEDRA BEACH, Florida for a consultation.

What are Alexander Robert Potenza's credentials?

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

Where is Alexander Robert Potenza located?

Alexander Robert Potenza is based in PONTE VEDRA BEACH, Florida, working with SKYVIEW FINANCIAL GROUP, LLC. Their office serves clients in the PONTE VEDRA BEACH metropolitan area and surrounding communities.

How does Alexander Robert Potenza charge for services?

Alexander Robert Potenza'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 SKYVIEW FINANCIAL GROUP, LLC?

SKYVIEW FINANCIAL GROUP, LLC has approximately 3 employees and manages $103M 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 →