Francisco
Perez
Skyview Investment Advisors, LLC
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About this Advisor
Francisco Perez is a financial advisor based in Orlando, Florida, working with Skyview Investment Advisors, LLC. Francisco has previously held positions at Cain Brothers Asset Management, LLC, Bpv Capital Management, Commenda Securities, LLC, Skyview Investment Advisors, Commenda Capital, LLC, and Finalis Securities LLC. Francisco has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New Jersey. Currently, Francisco is part of Skyview Investment Advisors, LLC, which operates out of Orlando, Florida. The firm has 1 office and 16 employees. The firm manages assets totaling $6.0 billion and offers services including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Skyview Investment Advisors, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Skyview Investment Advisors, LLC Brokerage Details
$5,965,291,235
16
11
$542,299,203
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Francisco Perez Work History
Finalis Securities LLC
Skyview Investment Advisors
Commenda Securities, LLC
Commenda Capital, LLC
Bpv Capital Management
Cain Brothers Asset Management, LLC
Disclosures
Please visit the SEC profile of Francisco Perez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Skyview Investment Advisors, LLC
Shrewsbury, NJ
Shrewsbury, NJ
Orlando, FL
Zionsville, IN
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
