Nikolas
Skalski
Caitlin John
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About this Advisor
Nikolas Skalski is a financial advisor based in Tampa, Florida. Skalski is an advisor for Caitlin John. During their career, Skalski has held roles at Annapolis Harbormaster Office, Forbici Modern Italian, Bouyah Water Sports, University Of Tampa, Indian Creek School, Caitlin John, LLC and Archbishop Spalding High School. Skalski holds a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in Florida. Caitlin John is a financial advisory company that has its headquarters in Brighton, MI. The investment advisory business has offices in 13 locations and a total of 23 financial advisors. It manages $113 million in total assets across its 815 client accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 815 client accounts, just 3% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The firm offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fees typically are based on the type of financial services provided. Fee types billed by Caitlin John likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Caitlin John Brokerage Details
$113,340,363
23
815
$139,068
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Nikolas Skalski Work History
Nikolas has been registered as a financial advisor for 0 years.*
Caitlin John, LLC
Bouyah Water Sports
Forbici Modern Italian
Annapolis Harbormaster Office
University Of Tampa
Archbishop Spalding High School
Indian Creek School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nikolas Skalski 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 Caitlin John
Brighton, MI
Brighton, MI
Brighton, MI
Brighton, MI
Brighton, MI
Reedley, CA
Brighton, MI
Brighton, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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