DI
DI

Don Bradley Gill III

9 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
453 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$601.4M

Fee Structure

Minimum Investment:$200K
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Location

28411 Northwestern Hwy, Suite 760, Southfield, MI, 48034

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Skyoak Wealth
February 2019 - Present · 7 yrs
Previous Registrations
Bks Advisors, LLC
December 2017 - December 2019 · 2 yrs
Morgan Stanley
June 2016 - October 2017 · 1 yr 4 mos
Morgan StanleyBroker
May 2016 - October 2017 · 1 yr 5 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.