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SG

Skyler J. Gillespie

CAYDEN WEALTH MANAGEMENT
Boulder, CO
Some features on this profile are disabled
CRD#: 7157196
SG

Professional summary

Skyler Jeffrey Gillespie, who also goes by Skyler Gillespie, is a registered financial advisor currently at CAYDEN WEALTH MANAGEMENT located in Boulder, Colorado.

Skyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Skyler has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Skyler Gillespie

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 Jeffrey Gillespie'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

March 9, 2026 - Present

CAYDEN WEALTH MANAGEMENT

RIA
CRD#: 301535
Boulder, CO
Past

August 8, 2023 - October 16, 2023

CAYDEN WEALTH MANAGEMENT

RIA
CRD#: 301535
Boulder, CO

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
Colorado
(3/9/2026)
IAR
Florida
(3/20/2026)
IAR
Nebraska
(3/9/2026)
IAR
North Carolina
(3/9/2026)
IAR
Texas
(3/9/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/28/2023
Uniform Investment Adviser Law Examination

Current Firm

CW
CAYDEN WEALTH MANAGEMENT
5280 WEALTH MANAGEMENT | CAYDEN WEALTH MANAGEMENT | 5280 WEALTH MANAGEMENT LLC

CRD#: 301535 / SEC#:

Colorado
Registered Investment Advisory firm - (5/24/2019 Approved)
Florida
Registered Investment Advisory firm - (5/29/2025 Approved)
Nebraska
Registered Investment Advisory firm - (6/25/2020 Approved)
North Carolina
Registered Investment Advisory firm - (11/18/2020 Approved)
Texas
Registered Investment Advisory firm - (6/24/2020 Conditional Restricted)
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Contact information

Main Address
8181 Arista Place Suite 100, Broomfield, CO 80021
Mailing Address
Phone number
(720) 520-0826
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts338
AUM (Assets Under Management)$ 21,776,700

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

CAYDEN WEALTH MANAGEMENT

CRD#: 301535Boulder, CO

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