Unclaimed Profile

Don Bradley Gill Iii

SKYOAK WEALTH LLC·SOUTHFIELD, Michigan

SIE, Series 7, Series 66Clean record10 years registeredSKYOAK WEALTH LLC

28411 NORTHWESTERN HWY, SOUTHFIELD, MI 48034CRD# 6213086Firm CRD# 299564

Profile Verification

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

Identity

Don Bradley Gill Iii · SOUTHFIELD, MI

Registration

CRD #6213086 · SKYOAK WEALTH LLC · 10 years registered

Brand Profile

Not yet started

Career History

SKYOAK WEALTH

Feb 2019 – present

BKS ADVISORS, LLC

Dec 2017 – Dec 2019

SOUTHFIELD, MI

MORGAN STANLEY

Jun 2016 – Oct 2017

GRAND RAPIDS, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · June 27, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SKYOAK WEALTH LLC

CRD 299564 · SEC 801-114715

AUM

$497M

Regulatory assets under management

Employees

1,175 client accounts

Services offered by SKYOAK WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SKYOAK WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Don Bradley Gill Iii offer?

Don Bradley Gill Iii specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOUTHFIELD, Michigan for a consultation.

What are Don Bradley Gill Iii's credentials?

Don Bradley Gill Iii is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Don Bradley Gill Iii located?

Don Bradley Gill Iii is based in SOUTHFIELD, Michigan, working with SKYOAK WEALTH LLC. Their office serves clients in the SOUTHFIELD metropolitan area and surrounding communities.

How does Don Bradley Gill Iii charge for services?

Don Bradley Gill Iii's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SKYOAK WEALTH LLC?

SKYOAK WEALTH LLC has approximately 10 employees and manages $497M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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