Kamila Skibicka

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-06-24
TX	RA	APPROVED	2025-09-17

Branch Locations

101 E Kennedy Blvd, Tampa, FL 33602 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Morgan Stanley Smith Barney	Tampa	FL	03/2011	09/2017
Wells Fargo Clearing Services, Llc	Tampa	FL	01/2018	10/2018
Unemployed	St. Petersburg	FL	09/2017	01/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Charlotte	NC	10/2022	Present
Unemployed	St. Pete	FL	10/2018	10/2022
Bank Of America, N.A.	Charlotte	NC	04/2026	Present

03/2011 → 09/2017

Morgan Stanley Smith Barney

Tampa, FL
01/2018 → 10/2018

Wells Fargo Clearing Services, Llc

Tampa, FL
09/2017 → 01/2018

Unemployed

St. Petersburg, FL
10/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charlotte, NC
10/2018 → 10/2022

Unemployed

St. Pete, FL
04/2026 → Present

Bank Of America, N.A.

Charlotte, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-08-26

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