Alexander Jonathan Potenza
Investment adviser representative at Skyview Financial Group, LLC
10 yearsExperience
2 statesRegistered in
$286.6MFirm assets
2 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 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
10 years in the industry.
- Skyview Financial Group, LLCJun 2022 to now
- Stride IncAug 2021 to now
- Prosperity TrainingDec 2020 to Aug 2021
- UnemployedAug 2020 to Dec 2020
- EnerbankJan 2019 to Aug 2020
- World Media InteractiveApr 2018 to Dec 2019
- Nextlevel SemJun 2016 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
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
- 7588825
- Firm CRD
- 310581