Charan P. Singh

SKYLID CAPITAL MANAGEMENT

Sandy, UT

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CRD#: 4841122

Professional summary

Charan Preet Singh is a registered financial advisor currently at SKYLID CAPITAL MANAGEMENT, INC. located in Sandy, Utah.

Charan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Charan has worked at 2 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Charan Preet Singh is Instructor of an accredited options course provided by Options Animal. Responsibilities include teaching stock and options related course material to students in online live group classes. Charan Preet Singh also teaches one marketing related live class per week to members of the general public.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charan Preet Singh'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

March 10, 2016 - Present

SKYLID CAPITAL MANAGEMENT, INC.

RIA

CRD#: 282736

Sandy, UT

Past

September 29, 2004 - December 31, 2005

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

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

Utah
(3/10/2016)

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: 10/28/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/6/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 9/28/2004

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 10/15/2004

Investment Company Products/Variable Contracts Principal Examination

Current Firm

SKYLID CAPITAL MANAGEMENT, INC.

SKYLID CAPITAL MANAGEMENT | SKYLID CAPITAL MANAGEMENT, INC.

CRD#: 282736 / SEC#:

Utah

Registered Investment Advisory firm - (3/10/2016 Approved)

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Contact information

Main Address

Sandy, UT

Mailing Address

Phone number

(801) 913-4674

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	34
AUM (Assets Under Management)	$ 14,044,080

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Charan P. Singh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charan Preet Singh's CRS (Customer Relationship Summary).

Certified licenses

Experience

SKYLID CAPITAL MANAGEMENT, INC.

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/28/2015

Series 63

Date: 10/6/2004

Series 6

Date: 9/28/2004

Series 26

Date: 10/15/2004

Current Firm

SKYLID CAPITAL MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SKYLID CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

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