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Clay Alan Skurdal

RISKBRIDGE ADVISORS
Eugene, OR
·CRD# 1231804·42 years experience

Professional Summary

Clay Alan Skurdal is a registered financial advisor currently at RISKBRIDGE ADVISORS, LLC located in Eugene, Oregon. Clay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Clay has worked at 9 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 3, Series 7, Series 10, Series 9 and Series 8 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.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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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

42 years in the financial services industry

Current & Past Employments

RISKBRIDGE ADVISORS, LLC·CRD# 310396
RIA
Eugene, OR
February 11, 2021 - Present
DOMINARI SECURITIES LLC·CRD# 18975
RIA
Eugene, OR
June 27, 2016 - February 17, 2021
DOMINARI SECURITIES LLC·CRD# 18975
BD
New York, NY
June 27, 2016 - February 17, 2021
LEBENTHAL WEALTH ADVISORS, LLC·CRD# 169612
RIA
Eugene, OR
October 24, 2014 - June 28, 2016
LEBENTHAL & CO., LLC·CRD# 145750
BD
New York, NY
October 21, 2014 - June 28, 2016
CONCERT WEALTH MANAGEMENT·CRD# 141253
RIA
Eugene, OR
April 30, 2014 - November 3, 2014
CONCERT WEALTH MANAGEMENT·CRD# 141253
RIA
San Jose, CA
August 16, 2013 - October 21, 2013
MORGAN STANLEY·CRD# 149777
RIA
Eugene, OR
June 1, 2009 - November 6, 2012
MORGAN STANLEY·CRD# 149777
BD
Eugene, OR
June 1, 2009 - November 6, 2012
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
RIA
Eugene, OR
April 23, 2003 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
Eugene, OR
July 31, 1993 - June 1, 2009
LEHMAN BROTHERS INC.·CRD# 7506
BD
New York, NY
May 14, 1988 - July 31, 1993
E. F. HUTTON & COMPANY INC·CRD# 235
BD
January 26, 1984 - May 14, 1988

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Current Firm

RA
RISKBRIDGE ADVISORS, LLC

FINLEY DAVIS PRIVATE WEALTH | RISKBRIDGE PRIVATE WEALTH | RISKBRIDGE ADVISORS, LLC | RISKBRIDGE

CRD#: 310396 / SEC#: 801-119715
RIA
Registered Investment Advisory firm - SEC (10/30/2020 Approved)

Contact Information

Main Address

401 Merritt 7 Ph, Norwalk, CT 06851

Phone Number

(203) 658-6055

# of Employees

10

SEC notice filing (14 States and Territories)

Registered to provide investment advisory services in 14 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A (AUGUST 2026) (8/11/2026)

Regulatory Assets Under Management

Total Number of Accounts

293

AUM (Assets Under Management)

$898,316,004

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Other business activities

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.

1.) Name: Advisors Ahead LLC; Not investment-related; Address: One Penn Plaza, Suite 6125, New York, NY 10119; Nature of other business: Online digital training service for financial advisors and their staff as well as college students looking to associate with a financial services firm; Position: Executive Vice President; Relationship: Founding Partner; Start date: February 2013; Approximate time commitment: 2-5 hours monthly, outside of securities trading hours; Responsibilities: Ensure systems function properly and speak with vendors from time to time to make sure portals/websites are up to date. 2.) Name: Marist Catholic High School Board of Directors; Not investment-related; Address: 1900 Kingsley Road, Eugene, OR 97405; Nature of the other business: Catholic School in Eugene, Oregon; Position/Title: Board Member; Start date: June 2017; Approximate time commitment: 2 hours monthly, outside of securities trading hours; Responsibilities: Voting member of board of directors and involved in fundraising, but no authority to disperse funds and not on investment committee or otherwise providing any investment advice. 3.) Name: Phi Sigma Kappa Foundation; Investment-related; Address: 2925 East 96th Street, Indianapolis, IN 46240; Nature of other business: Social and Academic Fraternity; Position/Title: Board Member; Start date: February 2021; Approximate time commitment: 4 hours monthly, 1 hour monthly during securities trading hours; Responsibilities: Provide oversight of the Foundation's assets and engage with alumni to build the corpus of the Foundation to be able to provide scholarships to undergraduate brothers.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RA
RISKBRIDGE ADVISORS, LLC

FINLEY DAVIS PRIVATE WEALTH | RISKBRIDGE PRIVATE WEALTH | RISKBRIDGE ADVISORS, LLC | RISKBRIDGE

CRD#: 310396 / SEC#: 801-119715
RIA
Registered Investment Advisory firm - SEC (10/30/2020 Approved)

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
Connecticut
(2/11/2021)
IAR
North Dakota
(2/16/2021)
IAR
Oregon
(2/11/2021)

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 Aug 1993About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 1984About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Mar 2024About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 3 — National Commodity Futures Examination

Passed Mar 1984About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed Jan 1984About the Series 7 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Mar 2024About the Series 10 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Mar 2024About the Series 9 exam

Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)

Passed Aug 1992

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CRS (Client Relationship Summary) - RIA

Click below to view Clay Alan Skurdal's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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