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Ronald Daniel Sklar

Skg Capital Advisors, LLC

Albuquerque, NM

CRD 1437514

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Employer firm

Skg Capital Advisors, LLC CRD 286554

$129M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Skg Capital Advisors, Llc

6757 Academy Road, Ne Suite A, Albuquerque, NM 87109 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2017-05-04
TX RA APPROVED 2017-04-13
  • NM RA
    APPROVED
    Since 2017-05-04
  • TX RA
    APPROVED
    Since 2017-04-13

Branch Locations

6757 Academy Road, Ne Suite A, Albuquerque, NM 87109 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities Service Network Knoxville TN 03/2009 05/2017
Ssn Advisory Inc Knoxville TN 03/2009 05/2017
Sklar Capital Advisors Austin TX 01/2017 Present
  • 03/2009 → 05/2017
    Securities Service Network
    Knoxville, TN
  • 03/2009 → 05/2017
    Ssn Advisory Inc
    Knoxville, TN
  • 01/2017 → Present
    Sklar Capital Advisors
    Austin, TX
Previous Registrations
  • 2009-03-26 → 2017-05-11
    Ssn Advisory, Inc.
    Austin, TX
    Albuquerque, NM
  • 2008-01-08 → 2009-06-18
    Albuquerque, NM
  • 2006-12-05 → 2009-03-31
    Osaic Services, Inc.
    Albuquerque, NM
    Albuquerque, NM
    Phoenix, AZ
Other Businesses

1) RON SKLAR AND ASSOCIATES, LLC - 5700 HARPER DR NE, STE 100, ALBUQUERQUE, NM 87109 - SOLE PROP - INS AGENT - 1987 - 1 HR/MO/TRD HRS - FILL OUT APPS AND MAIL INTO COMPANY. MAY ALSO SET UP PARAMED EXAMS. - NONINVESTMENT RELATED 2) RON SKLAR AND ASSOCIATES, LLC - 5700 HARPER DR NE, STE 100, ALBUQUERQUE, NM 87109 - LLC - INS AGENT - 1987 - 1 HR/MO/TRD HRS - OFFER LONG TERM CARE INSURANCE, LIFE INSURANCE, AND FIXED ANNUITIES. - Obtain quotes and present to client to determine if policy will meet their needs. - NONINVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-12-01
S63 Uniform Securities Agent State Law Examination 1986-03-31
  • S65 Uniform Investment Adviser Law Examination
    2006-12-01
  • S63 Uniform Securities Agent State Law Examination
    1986-03-31

View on SEC IAPD

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