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Bart Anthony Skidmore

SKIDMORE ADVISORY SERVICES
DENVER, CO
·CRD# 1104545·43 years experience

Professional Summary

Bart Anthony Skidmore is a registered financial advisor currently at SKIDMORE ADVISORY SERVICES, INC. located in Denver, Colorado. Bart is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Bart has worked at 3 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 27 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

43 years in the financial services industry

Current & Past Employments

SKIDMORE ADVISORY SERVICES, INC.·CRD# 166423
RIA
1970 S. Lafayette St., Denver, CO 80210
March 12, 2013 - Present
GILL CAPITAL PARTNERS, LLC·CRD# 14559
RIA
Aurora, CO
June 30, 2005 - December 31, 2012
GILL CAPITAL PARTNERS, LLC·CRD# 14559
BD
Denver, CO
December 9, 1994 - December 31, 2012
FORESTERS FINANCIAL SERVICES, INC.·CRD# 305
BD
March 7, 1983 - November 7, 1983

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Current Firm

SA
SKIDMORE ADVISORY SERVICES, INC.

SKIDMORE ADVISORY SERVICES, INC.

CRD#: 166423
Colorado
Registered Investment Advisory firm - Colorado (3/12/2013 Approved)

Contact Information

Main Address

1970 S. Lafayette St., Denver, CO 80210

Phone Number

(303) 365-1696

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

10

AUM (Assets Under Management)

$6,766,623

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BART A. SKIDMORE, CPA - NON-INVESTMENT RELATED; AURORA, CO; ACCOUNTING AND TAX FIRM; PRESIDENT SINCE 01/2001; 35 HOURS PER MONTH/15 ARE DURING MARKET HOURS; LICENSED AS A CERTIFIED PUBLIC ACCOUNTANT #12084 CO OCCASSSIONAL TAX WORK GENEVA MANAGEMENT GROUP; NON-INVESTMENT RELATED; AURORA, CO; PROPERTY MANAGEMENT COMPANY; PRESIDENT SINCE 01/2007; 1 HOUR A MONTH - 0 DURING MARKET HOURS; MONITOR RENTAL ACTIVITY OF PROPERTY OWNED.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Colorado
(3/12/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2005About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 1995About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Jan 1995About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Mar 1983About the Series 6 exam

Series 27 — Financial and Operations Principal Examination

Passed Sep 2001About the Series 27 exam

Series 24 — General Securities Principal Examination

Passed Mar 1998About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Bart Anthony Skidmore's CRS (Customer Relationship Summary).

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