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AS

Alexander M. Skijus

TRUE LIFE WEALTH MANAGEMENT
Tampa, FL 33602
Some features on this profile are disabled
CRD#: 6450618
AS

Professional summary

Alexander Michael Skijus is a registered financial advisor currently at TRUE LIFE WEALTH MANAGEMENT, LLC located in Tampa, Florida.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Alexander has worked at 3 firms and has passed the Series 65 exam.

top-8-questions

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.
Life Capital Strategies, Alexander Michael Skijus is an independent licensed insurance agent. investment related: yes; Address of the other business; Same address 777 S Harbour Island Blvd #910, Tampa FL 33602; the nature of the other business; Insurance Agency, Mr. Skijus owner and sole agent. the start date of your relationship; 7/6/21. the approximate number of hours/month you devote to the other business; 16-20 the number of hours you devote to the other business during securities trading hours; .5 to 1.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Michael Skijus'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

November 13, 2018 - Present

TRUE LIFE WEALTH MANAGEMENT, LLC

Office #1: 777 S Harbour Island Blvd Suite 910, Tampa, FL 33602
RIA
CRD#: 298899
Tampa, FL
Past

December 1, 2016 - September 4, 2018

SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC

RIA
CRD#: 187519
TAMPA, FL
Past

February 16, 2015 - September 29, 2016

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA
CRD#: 132070
TAMPA, FL

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
Florida
(11/13/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/23/2014
Uniform Investment Adviser Law Examination

Current Firm

TL
TRUE LIFE WEALTH MANAGEMENT, LLC
TRUE LIFE WEALTH MANAGEMENT, LLC

CRD#: 298899 / SEC#:

Florida
Registered Investment Advisory firm - (11/13/2018 Approved)
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Contact information

Main Address
777 S Harbour Island Blvd Suite 910, Tampa, FL 33602
Mailing Address
Phone number
(800) 683-7343
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts145
AUM (Assets Under Management)$ 33,306,354

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.

Company Information

TRUE LIFE WEALTH MANAGEMENT, LLC

CRD#: 298899Tampa, FL 33602

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