Patricia
Sklar

Ci Private Wealth

CRD#6150923
Investment Advisor
in Atlanta, GA

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About this Advisor

Patricia Sklar is a certified financial planner and chartered financial analyst based in Atlanta, Georgia, with 1 year of relevant experience. Sklar is on the advisory team at Ci Private Wealth. During their career, the advisor has held roles at Bt Wealth Management, LLC, Brightworth, Cipw Service Company, LLC and Ci Brightworth Private Wealth. Sklar has a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in Georgia and Texas. Ci Private Wealth is a financial advisory business based in Miami, FL. It has offices in 28 locations and a total of 825 advisors. It handles $95 billion in assets under management between its 79,738 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 504 charities and foundations. Of its 79,738 customer accounts, 51% are held by high-net-worth individuals who have at least $1 million in assets. Ci Private Wealth performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees usually depend on which service is offered. However, fee types charged by Ci Private Wealth most likely consist of any combination of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

3344 Peachtree Road, Ne Suite 2000
Atlanta, GA 30326

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Ci Private Wealth Brokerage Details

Total Assets Under Management

$94,617,046,882

GA Average: $1,855,561,029
Total Number of Employees

825

GA Average: 62
Total Number of Accounts

79,738

GA Average: 2,474
Average Account Size

$1,186,599

GA Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Patricia Sklar Work History

Patricia has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Brightworth

2022 - Present (2 years)

Cipw Service Company, LLC

2022 - Present (2 years)

Ci Brightworth Private Wealth

2018 - Present (6 years)

Brightworth

2016 - 2017 (1 year)

Brightworth

2012 - 2016 (4 years)

Bt Wealth Management, LLC

*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 Patricia Sklar 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 Ci Private Wealth

Jennifer Chung
Itasca, IL
Bryan Blades
Wayne, PA
Timothy Wheelwright
San Diego, CA
Nicholas Cosky
Itasca, IL
Ryan Halpern
Atlanta, GA
Michael Theesfeld
New York, NY
Matthew Holden
Morristown, NJ
Jonathan Baker
Itasca, IL

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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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.

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