Steven J. Turi

SKYVIEW INVESTMENT ADVISORS

Shrewsbury, NJ 07702

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CRD#: 1396443

Professional summary

Steven Joseph Turi is a registered financial advisor currently at SKYVIEW INVESTMENT ADVISORS, LLC located in Shrewsbury, New Jersey.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Steven has worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 3, Series 6, Series 8 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Joseph Turi's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 6, 2017 - Present

SKYVIEW INVESTMENT ADVISORS, LLC

Office #1: 595 Shrewsbury Avenue Suite 203, Shrewsbury, NJ 07702

RIA

CRD#: 286353

Shrewsbury, NJ

Past

September 25, 2015 - August 4, 2016

BPV CAPITAL MANAGEMENT, LLC

RIA

CRD#: 151588

SHREWSBURY, NJ

Past

August 3, 2011 - March 20, 2015

SKYVIEW INVESTMENT ADVISORS LLC

RIA

CRD#: 156092

SHREWSBURY, NJ

Past

August 14, 1998 - November 30, 1998

BARCLAYS CAPITAL INC.

CRD#: 19714

NEW YORK, NY

Past

February 8, 1994 - July 31, 1998

DAIWA CAPITAL MARKETS AMERICA INC.

CRD#: 1576

NEW YORK, NY

Past

August 14, 1985 - November 7, 1985

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

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".

SKYVIEW INVESTMENT ADVISORS, LLC

CRD#: 286353 / SEC#: 801-109017

RIA

Registered Investment Advisory firm - (2/9/2017 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.

Highlighted states indicate IAR registrations

IAR

New Jersey
(7/6/2017)

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

State Security Law Exam

IAR

Series 65

Date: 8/2/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/1/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/7/1994

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 1/12/1994

National Commodity Futures Examination

General Industry/Product Exam

Series 6

Date: 8/13/1985

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 8

Date: 2/6/1995

General Securities Sales Supervisor Examination (Options Module & General Module)

Principal/Supervisory Exam

Series 24

Date: 1/23/1995

General Securities Principal Examination

Current Firm

SKYVIEW INVESTMENT ADVISORS, LLC

CRD#: 286353 / SEC#: 801-109017

RIA

Registered Investment Advisory firm - (2/9/2017 Approved)

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Contact information

Main Address

595 Shrewsbury Avenue Suite 203, Shrewsbury, NJ 07702

Mailing Address

Phone number

(732) 936-2880

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SKYVIEW INVESTMENT ADVISORS, LLC ADV PART 2B (3/31/2025)

SKYVIEW INVESTMENT ADVISORS, LLC ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	11
AUM (Assets Under Management)	$ 6,902,401,627

Red Flags

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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Firm Stability Insights

Steven J. Turi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Joseph Turi's CRS (Customer Relationship Summary).

Certified licenses

Experience

BPV CAPITAL MANAGEMENT, LLC

SKYVIEW INVESTMENT ADVISORS LLC

BARCLAYS CAPITAL INC.

DAIWA CAPITAL MARKETS AMERICA INC.

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

SKYVIEW INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/2/2011

Series 63

Date: 3/1/1994

Series 7

Date: 2/7/1994

Series 3

Date: 1/12/1994

Series 6

Date: 8/13/1985

Series 8

Date: 2/6/1995

Series 24

Date: 1/23/1995

Current Firm

SKYVIEW INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SKYVIEW INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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