AP
Alexander J. Potenza
SKYVIEW FINANCIAL GROUP
PONTE VEDRA BEACH, FL 32082
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CRD#: 7588825
AP
Professional summary
Alexander Jonathan Potenza is a registered financial advisor currently at SKYVIEW FINANCIAL GROUP, LLC located in Ponte Vedra Beach, Florida.
Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Alexander has worked at 1 firm and has passed the Series 65 exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Alexander Jonathan Potenza'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®
NoneExperience
Current
April 20, 2023 - Present
SKYVIEW FINANCIAL GROUP, LLC
Office #1: 816 A1a N Suite 205, Ponte Vedra Beach, FL 32082RIA
CRD#: 310581
PONTE VEDRA BEACH, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SF
SKYVIEW FINANCIAL GROUP, LLC
GENESIS FINANCIAL GROUP | SKYVIEW FINANCIAL GROUP, LLC
CRD#: 310581 / SEC#: 801-129593
RIA
Registered Investment Advisory firm - (2/29/2024 Approved)Florida
Registered Investment Advisory firm - (6/10/2024 Terminated)New Jersey
Registered Investment Advisory firm - (6/13/2024 Terminated)New York
Registered Investment Advisory firm - (6/10/2024 Terminated)Texas
Registered Investment Advisory firm - (6/10/2024 Terminated)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(6/14/2023)
IAR
New York(4/20/2023)
Current Firm
SF
SKYVIEW FINANCIAL GROUP, LLC
GENESIS FINANCIAL GROUP | SKYVIEW FINANCIAL GROUP, LLC
CRD#: 310581 / SEC#: 801-129593
RIA
Registered Investment Advisory firm - (2/29/2024 Approved)Florida
Registered Investment Advisory firm - (6/10/2024 Terminated)New Jersey
Registered Investment Advisory firm - (6/13/2024 Terminated)New York
Registered Investment Advisory firm - (6/10/2024 Terminated)Texas
Registered Investment Advisory firm - (6/10/2024 Terminated)PREMIUM
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Contact information
Main Address
816 A1a N Suite 205, Ponte Vedra Beach, FL 32082
Mailing Address
Phone number
(888) 406-0444
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 342 |
| AUM (Assets Under Management) | $ 286,642,185 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SKYVIEW FINANCIAL GROUP, LLC
CRD#: 310581Ponte Vedra Beach, FL 32082TRUST BUT VERIFY
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