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Alexander Robert Potenza

SKYVIEW FINANCIAL GROUP, LLC·PONTE VEDRA BEACH, Florida
Series 31, Series 7, Series 65, Series 63Clean recordSKYVIEW 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Alexander Robert Potenza is a registered financial advisor based in PONTE VEDRA BEACH, Florida, affiliated with SKYVIEW FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
SKYVIEW FINANCIAL GROUP, LLC
SKYVIEW FINANCIAL GROUP, LLC
AUM
$103M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SKYVIEW FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2566483
Firm CRD# 310581
View on FINRA BrokerCheck →

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05

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.
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