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Steven M. Skolnik

WISE US ASSETS
NEW YORK, NY 10010
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CRD#: 6017388
SS
Steven Matthew SkolnikWISE US ASSETS

Professional summary


Steven Matthew Skolnik is a registered financial professional currently at WISE US ASSETS INC located in New York, New York.

Steven is registered as a RR (Registered Representative) and started their career in finance in 2012. Steven has worked at 3 firms and has passed the Series 63, SIE, Series 79 and Series 7 exams.

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Steven Matthew Skolnik'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 13, 2026 - Present

WISE US ASSETS INC

Office #1: 30 W. 26th St, Sixth Floor, New York, NY 10010
BD
CRD#: 329919
NEW YORK, NY
Past

March 18, 2015 - June 27, 2022

TD SECURITIES (USA) LLC

BD
CRD#: 18476
NEW YORK, NY
Past

April 3, 2012 - February 18, 2015

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
new york, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 11/21/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


WU
WISE US ASSETS INC
WISE US ASSETS | WISE US ASSETS INC

CRD#: 329919 / SEC#: , 8-71239

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
30 W. 26th St Sixth Floor, New York, NY 10010
Mailing Address
30 W. 26th St Sixth Floor, New York, NY 10010
Phone number
(888) 908-3833
Established
Delaware since 01/31/2024
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (50 States and Territories)


Documents


Direct owners and executive officers


NamePositionCRD#
WISE US HOLDINGS INCSHAREHOLDER
BLANCO MARQUEZ, ADRIANA GRISELLEGENERAL SECURITIES PRINCIPAL7778003
KRZAK, ALEXANDER JACOBPOO6349160
LAW, KA-MING FRANCISFINOP, PFO2569806
MORIAH, SHINNELL OBONETTACHIEF COMPLIANCE OFFICER/INTERIM CHIEF EXECUTIVE OFFICER6182124

Red Flags


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Company Information


WISE US ASSETS INC

CRD#: 329919New York, NY 10010

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