Skyler C. Stokes

ALOHA WEALTH PARTNERS

Encinitas, CA

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CRD#: 6225303

Professional summary

Skyler Cooper Forrest Stokes, who also goes by Skyler C Stokes, Skyler Stokes, is a registered financial advisor currently at ALOHA WEALTH PARTNERS located in Encinitas, California and EMERSON EQUITY LLC located in Cardiff, California.

Skyler is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Skyler has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Skyler C Stokes | Skyler Stokes

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)SKYLER STOKES INSURANCE; INVESTMENT RELATED; 445 MARINE VIEW AVE STE 300 DEL MAR CA 92014; INSURANCE SALES; OWNER; STARTED 11/2015; 10 HOURS/MONTH DEVOTED; 5 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; INDEPENDENTLY SELL INSURANCE PRODUCTS. 2) ALOHA WEALTH PARTNERS RIA-INVESTMENT RELATED, 445 MARINE VIEW AVE, STE 300 DEL MAR CA 92014-OWNER, INVESTMENT ADVISORY FIRM, 10 HOURS A MONTH DURING SECURITIES TRADING HOURS. CREATING FINANCIAL PLANS, BUILDING RETIRMENT PLANS. 9/2021 3)EMERSON EQUITY; INVESTMENT RELATED; 155 BOVET ROAD; SAN MATEO, CA 94402; BROKER DEALER; REGISTERED REPRESENTATIVE; STARTED 03/2021; 4 HOURS/MONTH DEVOTED; 4 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; WILL REMAIN REGISTERED FOR A SHORT PERIOD DURING THE TRANSITION OF CLIENTS. 4) PAIR IT!-NOT INVESTMENT RELATED, 445 MARINE AVE., SUITE 300 DEL MAR, CA 92014, FOOD AND WINE PAIRING APP, CEO, TAKING CURRENT FOOD AND WINE MENUS FROM RESTAURANTS AND PAIRING THEM THROUGH AN APP WE'RE BUILDING. WE CHARGE THE RESTAURANT FOR THE PAIRING AND MENU DESIGN., 20 HRS MONTHLY, 5-10 HRS MONTHLY DURING SECURITIES TRADING HRS, 01/2025

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Skyler Cooper Forrest Stokes'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

September 3, 2021 - Present

ALOHA WEALTH PARTNERS

RIA

CRD#: 315961

Encinitas, CA

Current

March 29, 2021 - Present

EMERSON EQUITY LLC

RIA

CRD#: 130032

Cardiff, CA

Past

April 29, 2019 - September 22, 2021

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

ENCINITAS, CA

Past

January 23, 2019 - March 27, 2019

NEWPORT WEALTH ADVISORS, INC.

RIA

CRD#: 137159

NEWPORT BEACH, CA

Past

January 21, 2019 - April 12, 2019

CENTAURUS FINANCIAL, INC.

CRD#: 30833

SAN MARCOS, CA

Past

August 25, 2014 - December 31, 2018

INDEPENDENT FINANCIAL GROUP, LLC

RIA

CRD#: 7717

SAN DIEGO, CA

Past

April 4, 2014 - December 31, 2018

INDEPENDENT FINANCIAL GROUP, LLC

CRD#: 7717

SAN DIEGO, CA

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.

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

California
(3/29/2021)

IAR

California
(9/3/2021)

Hawaii
(2/15/2024)

Massachusetts
(4/23/2025)

Texas
(12/7/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/22/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/4/2014

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

ALOHA WEALTH PARTNERS

ALOHA WEALTH PARTNERS | ALOHA WEALTH, LLC

CRD#: 315961 / SEC#:

California

Registered Investment Advisory firm - (9/3/2021 Approved)

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Contact information

Main Address

Encinitas, CA

Mailing Address

Phone number

(858) 354-7414

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Skyler C. Stokes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Skyler Cooper Forrest Stokes's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALOHA WEALTH PARTNERS

EMERSON EQUITY LLC

BROOKSTONE WEALTH ADVISORS, LLC

NEWPORT WEALTH ADVISORS, INC.

CENTAURUS FINANCIAL, INC.

INDEPENDENT FINANCIAL GROUP, LLC

INDEPENDENT FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/22/2014

SIE

Date: 10/1/2018

Series 7

Date: 4/4/2014

FINRA

Current Firm

ALOHA WEALTH PARTNERS

Contact information

Documents

Red Flags

Company Information

ALOHA WEALTH PARTNERS

TRUST BUT VERIFY

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