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Sky Alpha Asset Advisors CRD 295839
$216M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7284 W Palmetto Pk Rd Suite 108, Boca Raton, FL 33433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-25 |
| TX | RA | APPROVED_RES | 2023-06-14 |
Branch Locations
7284 W Palmetto Pk Rd Suite 108, Boca Raton, FL 33433 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newvbridge Securities Corporation | Ft Lauderdale | FL | 12/2014 | 06/2023 |
| Sky Alpha Asset Advisors Llc | Boca Raton | FL | 06/2023 | Present |
1) SANDRYEL FINANCIAL HOLDINGS, PRESIDENT, DAVIE, FL, START 1/2007, TOTAL HRS MO. 0, DUTIES: STRICTLY FOR TAX PURPOSES. 2) ELVIS RODRIGUEZ INSURANCE: INSURANCE AGENT, FIXED INSURANCE BUSINESS, 4/2017.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-19 |
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