Joseph Robert Skees

Employer firm

Arca Wealth, LLC CRD 174765

$1.27B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2015 → 07/2025
  Purshe Kaplan Sterling Investments
  Albany, NY
• 06/2015 → Present
  Granite Bay Wealth Management, Llc
  Portsmouth, NH

Previous Registrations

• 2006-02-24 → 2015-06-17
  Wells Fargo Advisors Financial Network, Llc
  Portsmouth, NH

Other Businesses

1. NOTARY PUBLIC; NOT INVESTMENT RELATED;500 MARKET ST, UNIT 1B, PORTSMOUTH, NH 03801, STATE OF NEW HAMPSHIRE; NOTARIZE DOCUMENTS; START DATE = 06/07/2006; LESS THAN ONE HOUR PER MONTH DEVOTED, LESS THAN ONE HOUR DEVOTED DURING TRADING HOURS, DUTIES: NOTARIZE DOCUMENTS. 2. PKSF - Investment related-80 State St, Albany, NY 12207-Fixed insurance-Agent-6/15/2015-160 hrs/mth-100% during trading hrs-Insurance product sales

Exams

• S66 Uniform Combined State Law Examination
  2006-02-23
• S65 Uniform Investment Adviser Law Examination
  1998-09-08
• S63 Uniform Securities Agent State Law Examination
  1995-04-11

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Joseph R Skees