FP
Francisco J. Perez
SKYVIEW INVESTMENT ADVISORS
Orlando, FL
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CRD#: 5842202
FP
Professional summary
Francisco Javier Perez, who also goes by Javier Perez, is a registered financial advisor currently at SKYVIEW INVESTMENT ADVISORS, LLC located in Orlando, Florida and FINALIS SECURITIES LLC located in New York, New York.
Francisco is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Francisco has worked at 5 firms and has passed the Series 63, Series 65, Series 99TO, Series 82TO, SIE, Series 62, Series 79, Series 3, Series 24 and Series 30 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Javier Perez
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.
1.) Orlando City Foundation; not investment-related; 655 W Church St., Orlando, FL, 32805; Non-profit charitable; Board Member; 07/2019; 2; 0; Attending meetings, volunteer at events. 2.) BlackPoint Capital; Investment-related; 595 Shrewsbury Avenue, Suite 203, Shrewsbury, NJ 07702; Investment firm; Director; 06//01/2022; 30; 20; Responsible for building out private investment platform and co-lead merchant banking efforts. 3.) Lead Sports & Health Tech Partners; not investment-related; 7004 Tavistock Lakes Blvd, Orlando, FL, 32827; Accelerator; Mentor; 09/2021; 3; 0; Attend Pitches by companies in accelerator program. 4.) Medtech Momentum; not investment-related; 377 Maitland Ave #1015; Altamonte Springs, FL, 32701; Marketing Agency; Advisory Board Member; 12/2021; 2; 0; Attend meetings. 5.) CFA Society Orlando; not investment-related; Orlando, FL; Non-profit; Advisory Council Member; 07/2017; 2; 0; Attend meetings, volunteer at events. 6.) Skyview Investment Advisor; Investment-related; 595 Shrewsbury Av., Suite 203, Shrewsbury, NJ, 07702; Registered Investment Advisor; Institutional Relationship Manager; 08/2016; 40; 0; Client service for institutional clients. 7.) COMMENDA ASSET RESOLUTION; not investment-related;6300 POWERS FERRY ROAD, SUITE 600-231, ATLANTA, GA 30339; ADVISORY; COO; 06/01/2018; 10 hours per month, 5 during trading hours; ADMINISTRATIVE. 8.) The MedTech Digest; Not investment related; 377 Maitland Ave #1015, Altamonte Springs, FL 32701;Website / Media outlet. It is part of my work / OBA with MedTech Momentum; Chief Strategic Advisor; 01/01/2024; 2 to 4 hours per week / 0 during trading hours; I will be writing some articles, hosting some interviews, and help advise the team as an advisor.
CRS (Client Relationship Summary) - RIA
Click below to view Francisco Javier Perez'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®
NoneExperience
Current
April 2, 2018 - Present
SKYVIEW INVESTMENT ADVISORS, LLC
RIA
CRD#: 286353
Orlando, FL
Current
May 24, 2023 - Present
FINALIS SECURITIES LLC
Office #1: 228 Park Ave South Suite 85550, New York, NY 10003BD
CRD#: 305908
New York, NY
Past
December 1, 2016 - October 24, 2023
COMMENDA SECURITIES, LLC
BD
CRD#: 164664
ZIONSVILLE, IN
Past
March 7, 2016 - August 4, 2016
BPV CAPITAL MANAGEMENT, LLC
RIA
CRD#: 151588
Orlando, FL
Past
September 19, 2010 - September 2, 2015
BPV RESOURCES, LLC
RIA
CRD#: 151994
ORLANDO, FL
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".
SI
SKYVIEW INVESTMENT ADVISORS, LLC
BLACKPOINT ASSET MANAGEMENT | SKYVIEW VANTAGE POINT PARTNERS | SKYVIEW INVESTMENT ADVISORS, LLC | BLACKPOINT SELECT ALTERNATIVES | BLACKPOINT MULTI-SERIES | BLACKPOINT MANAGEMENT | BLACKPOINT LONG-TERM OPPORTUNISTIC | BLACKPOINT INVESTMENT MANAGEMENT | BLACKPOINT CAPITAL PARTNERS | BLACKPOINT CAPITAL MANAGEMENT | BLACKPOINT CAPITAL
CRD#: 286353 / SEC#: 801-109017
RIA
Registered Investment Advisory firm - (2/9/2017 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(5/24/2023)
IAR
New Jersey(4/2/2018)
RR
North Carolina(9/10/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 82TO
Date: 10/10/2019
Limited Representative-Private Securities OfferingsGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 5/4/2017
Corporate Securities Limited Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SI
SKYVIEW INVESTMENT ADVISORS, LLC
BLACKPOINT ASSET MANAGEMENT | SKYVIEW VANTAGE POINT PARTNERS | SKYVIEW INVESTMENT ADVISORS, LLC | BLACKPOINT SELECT ALTERNATIVES | BLACKPOINT MULTI-SERIES | BLACKPOINT MANAGEMENT | BLACKPOINT LONG-TERM OPPORTUNISTIC | BLACKPOINT INVESTMENT MANAGEMENT | BLACKPOINT CAPITAL PARTNERS | BLACKPOINT CAPITAL MANAGEMENT | BLACKPOINT CAPITAL
CRD#: 286353 / SEC#: 801-109017
RIA
Registered Investment Advisory firm - (2/9/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
595 Shrewsbury Avenue Suite 203, Shrewsbury, NJ 07702
Mailing Address
Phone number
(732) 936-2880
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 11 |
| AUM (Assets Under Management) | $ 6,902,401,627 |
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.
