Julie L. Skye

SUSTAINABLE ADVISORS ALLIANCE LLC

TULSA, OK 74103

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CRD#: 1513147

Professional summary

Julie Lynn Skye, who also goes by Julie Elliott Day, Julie Lynn Day, Julie Lynn Elliott, Julie Lynn Elliottday, is a registered financial advisor currently at SUSTAINABLE ADVISORS ALLIANCE LLC located in Tulsa, Oklahoma.

Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Julie has worked at 9 firms and has passed the Series 65, Series 63, Series 62 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Julie Elliott Day | Julie Lynn Day | Julie Lynn Elliott | Julie Lynn Elliottday

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.

Julie Lynn Skye, CCO is Principal & CCO of Sustainable Advisors Alliance LLC. This activity amounts to 50 percent of her time during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Lynn Skye'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

January 4, 2021 - Present

SUSTAINABLE ADVISORS ALLIANCE LLC

Office #1: 12 N Cheyenne Ave Suite 221, Tulsa, OK 74103

RIA

CRD#: 312061

TULSA, OK

Past

January 22, 2018 - February 25, 2022

SKYE ADVISORS LLC

RIA

CRD#: 291538

TULSA, OK

Past

July 22, 2015 - December 6, 2017

MARINER WEALTH

RIA

CRD#: 140195

TULSA, OK

Past

August 15, 2014 - December 6, 2017

MARINER WEALTH ADVISORS

RIA

CRD#: 107355

TULSA, OK

Past

August 14, 2014 - January 21, 2016

FIRSTPOINT FINANCIAL, LLC

RIA

CRD#: 168793

TULSA, OK

Past

September 28, 2005 - July 21, 2014

NATIVE AMERICAN FUND ADVISORS LLC

RIA

CRD#: 108149

TULSA, OK

Past

November 19, 1996 - March 11, 1997

MOMENTUM INDEPENDENT NETWORK INC.

CRD#: 17587

DALLAS, TX

Past

December 12, 1989 - December 3, 1996

PATTERSON ICENOGLE, INC.

CRD#: 15652

Past

June 10, 1986 - December 19, 1989

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

EDISON, NJ

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".

SUSTAINABLE ADVISORS ALLIANCE LLC

CRD#: 312061 / SEC#: 801-120088

RIA

Registered Investment Advisory firm - (1/4/2021 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

Oklahoma
(3/24/2021)

IAR

Texas
(1/4/2021)

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

State Security Law Exam

IAR

Series 65

Date: 9/27/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/9/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 62

Date: 3/5/1991

Corporate Securities Limited Representative Examination

General Industry/Product Exam

Series 6

Date: 6/9/1986

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SUSTAINABLE ADVISORS ALLIANCE LLC

CRD#: 312061 / SEC#: 801-120088

RIA

Registered Investment Advisory firm - (1/4/2021 Approved)

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Contact information

Main Address

12 N Cheyenne Ave Suite 221, Tulsa, OK 74103

Mailing Address

Phone number

(918) 408-7981

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SAA ADV PART 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,064
AUM (Assets Under Management)	$ 206,973,202

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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Advisor Monitoring

Firm Stability Insights

Julie L. Skye

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Lynn Skye's CRS (Customer Relationship Summary).

Certified licenses

Experience

SKYE ADVISORS LLC

MARINER WEALTH

MARINER WEALTH ADVISORS

FIRSTPOINT FINANCIAL, LLC

NATIVE AMERICAN FUND ADVISORS LLC

MOMENTUM INDEPENDENT NETWORK INC.

PATTERSON ICENOGLE, INC.

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

SUSTAINABLE ADVISORS ALLIANCE LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/27/2005

Series 63

Date: 6/9/1986

Series 62

Date: 3/5/1991

Series 6

Date: 6/9/1986

Current Firm

SUSTAINABLE ADVISORS ALLIANCE LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SUSTAINABLE ADVISORS ALLIANCE LLC

TRUST BUT VERIFY

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