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Michael Shatsky

Sky Alpha Asset Advisors
32 Years of Experience
Boca Raton, FL
6 DisclosuresMay Earn Commission
View SEC Summary
View SEC Summary

Michael Shatsky is a registered investment advisor at Sky Alpha Asset Advisors, based in Boca Raton, FL, with 32 years of industry experience. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 3 more. Their firm serves 318 clients with $220M in assets under management.

Sky Alpha Asset Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
318 clients
Average Client Portfolio
$679K average
Assets Under Management
$216.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual portfolio management fee ranges up to 2.0% depending on individual circumstances and is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7284 W Palmetto Pk Rd, Suite 108, Boca Raton, FL, 33433

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2024
Settled
Customer Dispute
January 2022
Settled
Customer Dispute
April 2019
Settled
Customer Dispute
February 2009
Denied
Customer Dispute
December 2002
Withdrawn
Customer Dispute
December 1999
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Sky Alpha Asset Advisors
August 2018 - Present · 8 yrs 2 mos
Previous Registrations
Oppenheimer & CO. INC.
November 2017 - August 2018 · 9 mos
Oppenheimer & CO. INC.Broker
November 2017 - August 2018 · 9 mos
Morgan StanleyBroker
June 2009 - November 2017 · 8 yrs 5 mos
Morgan Stanley
June 2009 - November 2017 · 8 yrs 5 mos
Citigroup Global Markets INC.
March 1994 - June 2009 · 15 yrs 3 mos
Citigroup Global Markets INC.Broker
March 1994 - June 2009 · 15 yrs 3 mos
State Registrations2 states
FLNY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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