Nancy L. Skeans
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Nancy Lynn Skeans MS, CFP®, who also goes by Nancy Lynn Skeans, was a registered financial professional .
Nancy is a previously registered financial professional and started their career in finance in 1995. Nancy had worked at 2 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1993
Experience
November 17, 2003 - June 23, 2025
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP
January 30, 1995 - November 13, 2003
MALECKY & ASSOCIATES, INC
Primary Firm SEC Registration
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP
CRD#: 128591 / SEC#: 801-62441
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP
CRD#: 128591 / SEC#: 801-62441
Contact information
SEC notice filing (13 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,015 |
| AUM (Assets Under Management) | $ 2,912,305,317 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/27/2024 | ||
| 06/27/2023 | ||
| 08/24/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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