Alexander Potenza
Alexander Potenza is a registered investment advisor at Skyview Financial Group, LLC, based in Ponte Vedra Beach, FL, with 30 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 411 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Skyview Financial Group's investment management fees are based on the value of your portfolio and are charged quarterly in advance. The fees can be up to 1.50% annually, depending on the complexity of the services, the amount you invest, and your overall relationship with Skyview Financial Group. Fees may be negotiable.
Location
816 A1A N, Suite 205, Ponte Vedra Beach, FL, 32082
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Skyview Financial Group, LLC
Previous Registrations
Total Wealth Planning and Management, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
All-Tech Investment Group, INC.Broker
Monroe Parker Securities, INC.Broker
State Registrations4 states
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.