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Skyler Christian Denny

Skyler C. Denny

LEGACY FINANCIAL DESIGNS
THE WOODLANDS, TX 77380
Some features on this profile are disabled
CRD#: 6737178
Skyler Christian Denny

Professional summary

Skyler Christian Denny, CFP® is a registered financial advisor currently at LEGACY FINANCIAL DESIGNS located in The Woodlands, Texas.

Skyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Skyler has worked at 2 firms .

Core Areas of Focus

Cash Flow/Budgets/Credit Issues
College/Education Planning
Entrepreneurs
Generation X
Medical Professionals
Millennials

Question & Answer

What are your service offerings?
Estate Planning
Comprehensive Financial Planni...
Investment Planning
Life Transitions
Education Planning
Tax Planning
Retirement Planning
Debt Management
Insurance Planning
Employee and Employer Plan Ben...
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 Skyler Christian Denny'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: 2018

Experience

Current

April 28, 2021 - Present

LEGACY FINANCIAL DESIGNS

Office #1: 9002 Six Pines Drive, The Woodlands, TX 77380
RIA
CRD#: 314338
THE WOODLANDS, TX
Past

June 19, 2018 - March 31, 2021

FINANCIAL SYNERGIES

RIA
CRD#: 105643
HOUSTON, TX

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
Louisiana
(6/20/2022)
IAR
Texas
(4/28/2021)

Exams

Current Firm

LEGACY FINANCIAL DESIGNS
LEGACY FINANCIAL DESIGNS
LEGACY FINANCIAL DESIGNS | LEGACY FINANCIAL DESIGNS, LLC

CRD#: 314338 / SEC#:

Louisiana
Registered Investment Advisory firm - (6/20/2022 Approved)
Texas
Registered Investment Advisory firm - (4/28/2021 Approved)
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Contact information

Main Address
9002 Six Pines Drive, The Woodlands, TX 77380
Mailing Address
Phone number
(832) 510-0175
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts225
AUM (Assets Under Management)$ 31,037,165

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

LEGACY FINANCIAL DESIGNS

LEGACY FINANCIAL DESIGNS

CRD#: 314338The Woodlands, TX 77380

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Contact information

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