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Don Bradley Gill iii

Investment adviser representative at Skyoak Wealth
10 yearsExperience
1 stateRegistered in
$692.7MFirm assets
7 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. Skyoak Wealth, LLCFeb 2019 to now
  2. Bks AdvisorsOct 2017 to now
  3. Morgan StanleyApr 2016 to Oct 2017

Exams passed

  • Series 66 · Uniform Combined State Law2016

State registrations

Registered as an investment adviser representative in 1 state (MI).

Skyoak Wealth

Legal name: Skyoak Wealth LLC

$692.7MAssets managed
450Clients
5Advisers
7 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
6213086
Firm CRD
299564
Advisor's SEC record (opens in a new tab)
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