Francisco Perez, financial advisor Orlando FL

Francisco Perez

CRD Number: 5842202
Current Firm: Skyview Investment Advisors, LLC

Francisco Perez (CRD# 5842202) is an Investment Advisor Representative working at Skyview Investment Advisors, LLC in Orlando, FL and has over 13 years of experience in the finance industry.

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Financial Harvest Wealth Advisors
Company Name Location Dates Years
Finalis Securities LLC New York, NY May 2023 - Current < 1
Skyview Investment Advisors Shrewsbury, NJ Sep 2017 - Current 6
Commenda Securities, LLC Atlanta, GA Aug 2016 - Current 7
Commenda Capital, LLC Atlanta, GA Aug 2016 - Current 7
Bpv Capital Management Knoxville, TN Apr 2015 - Aug 2016 1
Cain Brothers Asset Management, LLC Orlando, FL Feb 2010 - Apr 2015 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2010
S63 Uniform Securities State Law Examination Dec 2020
Contact Info for Francisco J. Perez
Phone Number: 732-936-2880
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    5,723
    MILLIONS
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $357,693,980
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

NJ

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