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Alexander Robert Potenza

SKYVIEW FINANCIAL GROUP, LLC·PONTE VEDRA BEACH, Florida
Series 31Series 7Series 65Series 63SIE
Unclaimed Profile
816 A1A N, PONTE VEDRA BEACH, FL 32082CRD# 2566483Firm CRD# 310581
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
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
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
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