Yassir M. Samra

SKYY FINANCIAL GROUP

Old Bridge, NJ

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CRD#: 2926476

Professional summary

Yassir Mahmoud Samra PHD, who also goes by Yassir Mahmoud Samra, is a registered financial advisor currently at SKYY FINANCIAL GROUP, LLC located in Old Bridge, New Jersey.

Yassir is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Yassir has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Yassir Mahmoud Samra

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 Yassir Mahmoud Samra PHD'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

January 19, 2021 - Present

SKYY FINANCIAL GROUP, LLC

RIA

CRD#: 282593

Old Bridge, NJ

Past

February 4, 2016 - December 31, 2020

SKYY FINANCIAL GROUP, LLC

RIA

CRD#: 282593

Laurence Harbor, NJ

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
(1/19/2021)

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: 7/17/2014

Uniform Investment Adviser Law Examination

Current Firm

SKYY FINANCIAL GROUP, LLC

CRD#: 282593 / SEC#:

New Jersey

Registered Investment Advisory firm - (1/19/2021 Approved)

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Contact information

Main Address

Old Bridge, NJ

Mailing Address

Phone number

(732) 824-1170

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 365,000

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

Yassir M. Samra

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Yassir Mahmoud Samra PHD's CRS (Customer Relationship Summary).

Certified licenses

Experience

SKYY FINANCIAL GROUP, LLC

SKYY FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/17/2014

Current Firm

SKYY FINANCIAL GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SKYY FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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