Michal Skowronski
SKYLARK WEALTH
San Francisco, CA 94115
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CRD#: 6637572
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 .
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
Do you have an area of expertise or specialization?
Business Owners
Entrepreneurs
ExPat and Cross Border Issues
High Net Worth Client Needs
Investment Advice with Ongoing...
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.
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®
Start date: 2011
Experience
Current
May 25, 2016 - Present
SKYLARK WEALTH, LLC
Office #1: 2443 Fillmore St #380-1492, San Francisco, CA 94115RIA
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
CRD#: 283522 / SEC#:
California
Registered Investment Advisory firm - (5/25/2016 Approved)Upgrade to AdvisorCheck Premium
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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
Regulatory assets under management
| Total Number of Accounts | 58 |
| AUM (Assets Under Management) | $ 22,937,542 |
Red Flags
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