Don B. Gill Iii

SKYOAK WEALTH

SOUTHFIELD, MI 48034

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CRD#: 6213086

Professional summary

Don Bradley Gill Iii, CFP® is a registered financial advisor currently at SKYOAK WEALTH located in Southfield, Michigan.

Don is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Don has worked at 3 firms and has passed the Series 66, SIE and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Don Bradley Gill Iii's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

February 22, 2019 - Present

SKYOAK WEALTH

Office #1: 28411 Northwestern Hwy Suite 760, Southfield, MI 48034

RIA

CRD#: 299564

SOUTHFIELD, MI

Past

December 1, 2017 - December 2, 2019

BKS ADVISORS, LLC

RIA

CRD#: 109065

SOUTHFIELD, MI

Past

June 27, 2016 - October 5, 2017

MORGAN STANLEY

RIA

CRD#: 149777

GRAND RAPIDS, MI

Past

May 26, 2016 - October 5, 2017

MORGAN STANLEY

CRD#: 149777

GRAND RAPIDS, MI

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".

SKYOAK WEALTH

SKYOAK WEALTH | SKYOAK WEALTH LLC

CRD#: 299564 / SEC#: 801-114715

RIA

Registered Investment Advisory firm - (1/16/2019 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.

Highlighted states indicate IAR registrations

IAR

Michigan
(2/22/2019)

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 66

Date: 6/23/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/5/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/26/2016

General Securities Representative Examination

Current Firm

SKYOAK WEALTH

SKYOAK WEALTH | SKYOAK WEALTH LLC

CRD#: 299564 / SEC#: 801-114715

RIA

Registered Investment Advisory firm - (1/16/2019 Approved)

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Contact information

Main Address

28411 Northwestern Hwy Suite 760, Southfield, MI 48034

Mailing Address

Phone number

(248) 348-6500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/21/2025)

Regulatory assets under management

Total Number of Accounts	1,207
AUM (Assets Under Management)	$ 601,394,803

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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Don B. Gill Iii

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Don Bradley Gill Iii's CRS (Customer Relationship Summary).

Certified licenses

Experience

SKYOAK WEALTH

BKS ADVISORS, LLC

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

SKYOAK WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 6/23/2016

SIE

Date: 10/5/2017

Series 7

Date: 5/26/2016

Current Firm

SKYOAK WEALTH

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SKYOAK WEALTH

TRUST BUT VERIFY

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