Unclaimed Profile

Gerald Spencer Wallace

SKYLINE ADVISORS, INC.·BELLINGHAM, Washington

SIE, Series 7, Series 24, Series 63, Series 65Clean record28 years registeredSKYLINE ADVISORS, INC.

405 32ND STREET, SUITE 201, BELLINGHAM, WA 98225CRD# 2317074Firm CRD# 188511

Profile Verification

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

Identity

Gerald Spencer Wallace · BELLINGHAM, WA

Registration

CRD #2317074 · SKYLINE ADVISORS, INC. · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SKYLINE ADVISORS, INC.

SKYLINE ADVISORS, INC.

May 2015 – Feb 2018

BELLINGHAM, WA

BTS ASSET MANAGEMENT, INC.

Sep 2000 – Dec 2004

BELLINGHAM, WA

BAY CITY FINANCIAL SERVICES INC

Jan 1998 – Oct 2015

BELLINGHAM, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 8, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SKYLINE ADVISORS, INC.

CRD 188511 · SEC 801-94175

AUM

$288M

Regulatory assets under management

Employees

1,133 client accounts

Services offered by SKYLINE ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at SKYLINE ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Gerald Spencer Wallace offer?

Gerald Spencer Wallace specializes in Investment Management.

What are Gerald Spencer Wallace's credentials?

Gerald Spencer Wallace is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gerald Spencer Wallace located?

Gerald Spencer Wallace is based in BELLINGHAM, Washington, last registered with SKYLINE ADVISORS, INC..

How does Gerald Spencer Wallace charge for services?

Gerald Spencer Wallace'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 SKYLINE ADVISORS, INC.?

SKYLINE ADVISORS, INC. has approximately 7 employees and manages $288M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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