Patricia Sklar, financial advisor Atlanta GA
89 score

Patricia Sklar

CRD Number: 6150923
Current Firm: Brightworth, LLC

Patricia Sklar (CRD# 6150923) is an Investment Advisor Representative working at Brightworth, LLC in Atlanta, GA and has over 3 years of experience in the finance industry. Patricia Sklar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Brightworth Atlanta, GA Apr 2016 - Current < 1
Bt Wealth Management, LLC Atlanta, GA Oct 2012 - Feb 2016 3
Bennett Thrasher Pc Atlatna, GA Feb 2011 - Oct 2012 1
Deloitte Tax LLP Atlanta, GA Sep 2008 - Jan 2011 2
Unemployed Atlanta, GA Jun 2008 - Aug 2008 < 1
Louisiana State University Baton Rouge, LA Aug 2007 - May 2008 < 1
Louisiana State University Baton Rouge, LA Aug 2007 - Dec 2007 < 1
Deloitte Tax LLP Atlanta, GA Jun 2007 - Aug 2007 < 1
University Of Georgia Athens, GA Aug 2003 - May 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2013
Contact Info for Patricia D. Sklar
Phone Number: 404-760-9000
Firm Website:
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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