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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Michal Skowronski

Michal Skowronski

SKYLARK WEALTH
San Francisco, CA 94115
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CRD#: 6637572
Michal Skowronski

Professional summary

Michal Skowronski, CFP® is a registered financial advisor currently at SKYLARK WEALTH, LLC located in San Francisco, California.

Michal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Michal has worked at 1 firm .

Core Areas of Focus

Business Owners
Entrepreneurs
ExPat and Cross Border Issues
High Net Worth Client Needs
Investment Advice with Ongoing Management

Question & Answer

What are your service offerings?
Small Business Planning
Tax Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Insurance Planning
Retirement Planning
Estate Planning
Investment Planning
What is your minimum asset requirement?
1
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 Michal Skowronski'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®
CFP®

Certified Financial Planner

Start date: 2011

Experience

Current

May 25, 2016 - Present

SKYLARK WEALTH, LLC

Office #1: 2443 Fillmore St #380-1492, San Francisco, CA 94115
RIA
CRD#: 283522
San Francisco, 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.

Highlighted states indicate IAR registrations

IAR
California
(5/25/2016)

Exams

Current Firm

SKYLARK WEALTH, LLC
SKYLARK WEALTH, LLC
SKYLARK WEALTH, LLC

CRD#: 283522 / SEC#:

California
Registered Investment Advisory firm - (5/25/2016 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
2443 Fillmore St #380-1492, San Francisco, CA 94115
Mailing Address
Phone number
(415) 881-7569
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts58
AUM (Assets Under Management)$ 22,937,542

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

SKYLARK WEALTH, LLC

SKYLARK WEALTH, LLC

CRD#: 283522San Francisco, CA 94115

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Contact information

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