Daniel Raymond Skubiz

Employer firm

F/M Investments LLC CRD 304405

$17.7B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → Present
  Ziegler Capital Management, Llc
  St. Louis, MO
• 04/2024 → Present
  F/M Investments Llc
  St. Louis, MO

Previous Registrations

• 2020-06-12 → 2024-05-15
  Zcm
  St. Louis, MO
• 2014-12-05 → 2020-06-01
  Ziegler Capital Management, Llc
  St Louis, MO
• 2012-08-20 → 2014-11-25
  Missouri Valley Partners, Inc.
  St. Louis, MO
• 2005-07-18 → 2008-03-17
  Missouri Valley Partners, Inc.
  St. Louis, MO

Designations

• Chartered Financial Analyst