Alexander Robert Potenza
Investment adviser representative at Skyview Financial Group, LLC
19 yearsExperience
4 statesRegistered in
$286.6MFirm assets
2 yearsFirm in business
Are you Alexander Robert Potenza? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- Skyview Financial Group, LLCSep 2020 to now
- Total Wealth Planning and Management, Inc.Mar 2017 to Sep 2020
- Raymond James & Associates, Inc.Sep 2007 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 4 states (FL, NJ, NY, TX).
Skyview Financial Group, LLC
$286.6MAssets managed
362Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2566483
- Firm CRD
- 310581