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Steele Skibisky
26 Years of Experience
Avon, CT
2 DisclosuresBroker
Steele Skibisky is a registered investment advisor at Wells Fargo Advisors, based in Avon, CT, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
Avon, CT
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Regulatory History (2)
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Customer Dispute
January 2012Denied
Customer Dispute
February 2008Denied
Other Business Activities
Steele has a 33.33% ownership in Towermark Wealth Management LLC and 100% ownership in KNB Limited, both investment-related. Both activities take a full-time commitment.
Employment History
Current Registrations
Wells Fargo Advisors
July 2018 - Present · 8 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2018 - Present · 8 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2003 - July 2018 · 15 yrs
Wells Fargo Clearing Services, LLCBroker
July 2003 - July 2018 · 15 yrs
Prudential Securities Incorporated
September 1999 - July 2003 · 3 yrs 10 mos
Prudential Securities IncorporatedBroker
May 1999 - July 2003 · 4 yrs 2 mos
State Registrations29 states
AZCACOCTDCDEFLGAILMAMDMEMINCNHNJNMNYOHORPARISCTNTXVAVTWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.