Gerald L. Skalsky

CLEAR HARBOR WEALTH MANAGEMENT

DESTIN, FL 32541

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CRD#: 1863477

Professional summary

Gerald Lee Skalsky, who also goes by Gerald L Skalsky, Jerry Lee Skalsky, Jerry Skalsky, is a registered financial advisor currently at CLEAR HARBOR WEALTH MANAGEMENT located in Destin, Florida.

Gerald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Gerald has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gerald L Skalsky | Jerry Lee Skalsky | Jerry Skalsky

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.

Gerald Skalsky will be associated with Clear Harbor Wealth Management, LLC investment-related 4393 Commons Dr. E, Suite 106, Destin, FL 32541. He will perform the duties of an Investment Advisor and IAR 01/2024, 160 hours per month with 130 hours during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerald Lee Skalsky's 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

August 22, 2022 - Present

CLEAR HARBOR WEALTH MANAGEMENT

Office #1: 543 Harbor Blvd Ste 501, Destin, FL 32541

RIA

CRD#: 311114

DESTIN, FL

Past

November 23, 2022 - December 31, 2024

GREAT POINT CAPITAL LLC

CRD#: 114203

CHICAGO, IL

Past

May 29, 2020 - December 31, 2021

THRIVENT ADVISOR NETWORK, LLC

RIA

CRD#: 304569

Miramar Beach, FL

Past

November 21, 2018 - June 24, 2020

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

Miramar Beach, FL

Past

November 1, 2018 - June 24, 2020

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

Miramar Beach, FL

Past

January 9, 2009 - June 8, 2018

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

MINNEAPOLIS, MN

Past

July 3, 2002 - January 7, 2003

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 3, 2002 - January 7, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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

Florida
(8/22/2022)

IAR

Texas
(9/28/2022)

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 66

Date: 11/20/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/8/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/8/2009

General Securities Representative Examination

Current Firm

CLEAR HARBOR WEALTH MANAGEMENT

CLEAR HARBOR WEALTH MANAGEMENT | CURIO CAPITAL MANAGEMENT | CLEAR HARBOR WEALTH MANAGEMENT LLC

CRD#: 311114 / SEC#:

Florida

Registered Investment Advisory firm - (2/24/2021 Approved)

Texas

Registered Investment Advisory firm - (9/19/2022 Conditional Restricted)

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Contact information

Main Address

543 Harbor Blvd Ste 501, Destin, FL 32541

Mailing Address

Phone number

(850) 687-3384

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	206
AUM (Assets Under Management)	$ 48,414,499

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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Gerald L. Skalsky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerald Lee Skalsky's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLEAR HARBOR WEALTH MANAGEMENT

GREAT POINT CAPITAL LLC

THRIVENT ADVISOR NETWORK, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/20/2018

SIE

Date: 6/8/2018

Series 7

Date: 1/8/2009

Current Firm

CLEAR HARBOR WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CLEAR HARBOR WEALTH MANAGEMENT

TRUST BUT VERIFY

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