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JS

Julie L. Skye

SUSTAINABLE ADVISORS ALLIANCE
TULSA, OK 74103
Some features on this profile are disabled
CRD#: 1513147
JS

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.
The advisor shows no other business activity.

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 406, 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.

BD
CRD#: 17587
DALLAS, TX
Past

December 12, 1989 - December 3, 1996

PATTERSON ICENOGLE, INC.

BD
CRD#: 15652
Past

June 10, 1986 - December 19, 1989

FORESTERS FINANCIAL SERVICES, INC.

BD
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".
SA
SUSTAINABLE ADVISORS ALLIANCE LLC
JAN BRYAN CFP | SUSTAINABLE WEALTH ADVISORS | SUSTAINABLE ADVISORS ALLIANCE LLC | SKYE ADVISORS, LLC | SEVEN GENERATIONS INVESTING, LLC | PRINCIPLED INVESTING, LLC | LAURA ISANUK CFP

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)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/27/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/9/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 62
Date: 3/5/1991
Corporate Securities Limited Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/9/1986
Investment Company Products/Variable Contracts Representative Examination

Current Firm

SA
SUSTAINABLE ADVISORS ALLIANCE LLC
JAN BRYAN CFP | SUSTAINABLE WEALTH ADVISORS | SUSTAINABLE ADVISORS ALLIANCE LLC | SKYE ADVISORS, LLC | SEVEN GENERATIONS INVESTING, LLC | PRINCIPLED INVESTING, LLC | LAURA ISANUK CFP

CRD#: 312061 / SEC#: 801-120088

RIA
Registered Investment Advisory firm - (1/4/2021 Approved)
PREMIUM
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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
8

SEC notice filing (18 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts1,064
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.

Company Information

SUSTAINABLE ADVISORS ALLIANCE LLC

CRD#: 312061Tulsa, OK 74103

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