Steven
Turi

Skyview Investment Advisors, LLC

CRD#1396443
Investment Advisor
in Shrewsbury, NJ

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About this Advisor

Steven Turi is a financial advisor based in Shrewsbury, New Jersey with a total of 6 years of industry experience. Turi is on the advisory team at Skyview Investment Advisors, LLC. During their career, Turi has held roles at Skyview Investment Advisors and Bpv Capital Management. Turi has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in New Jersey. Skyview Investment Advisors, LLC is an advisory company headquartered in Shrewsbury, NJ. The company has a total of 16 employees. It oversees $6 billion in assets across its 16 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. Skyview Investment Advisors, LLC provides a diverse assortment of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules depend on the type of financial services offered. However, fee types billed by Skyview Investment Advisors, LLC most likely include any blend of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

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

Fee Structure

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

Office Location

595 Shrewsbury Avenue Suite 203
Shrewsbury, NJ 07702

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Skyview Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$5,723,103,675

NJ Average: $10,121,009,343
Total Number of Employees

16

NJ Average: 92
Total Number of Accounts

16

NJ Average: 6,978
Average Account Size

$357,693,980

NJ Average: $1,450,417

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

Steven Turi Work History

Steven has been registered as a financial advisor for 6 years.*

2010 - Present (14 years)

Skyview Investment Advisors

2014 - 2016 (2 years)

Bpv Capital Management

*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 Steven Turi 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

Justin Greenhill
Miami, FL
Steven Turi
Shrewsbury, NJ
Lawrence Chiarello
Shrewsbury, NJ
Francisco Perez
Orlando, FL
Timothy Sheehan
Zionsville, IN

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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