Sk Wealth Management, LLC

Sk Wealth Management, LLC (CRD# 109114) is a financial advisory firm headquartered in Providence, RI. They manage $195,770,908 in 198 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    196
    MILLION
  • Total Number of Accounts
    198
    ACCOUNTS
  • Average Account Value
    $988,742
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MA, NH, RI, TX

Financial Advisors at Sk Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Matthew M. Neyland
CRD#: 1184130
55 Dorrance St, Providence, RI 02903
96
Wealthminder
score

Matthew Neyland (CRD# 1184130) is an Investment Advisor Representative working at Sk Wealth Management, LLC in Providence, RI and has over 21 years of experience in the finance industry.

2
Jason E. Archambault
CRD#: 4377711
55 Dorrance St, Providence, RI 02903
90
Wealthminder
score

Jason Archambault (CRD# 4377711) is an Investment Advisor Representative working at Sk Wealth Management, LLC in Providence, RI and has 1 year of experience in the finance industry. Jason Archambault 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.

3
Michael A. Decataldo
CRD#: 4377713
55 Dorrance St, Providence, RI 02903
90
Wealthminder
score

Michael Decataldo (CRD# 4377713) is an Investment Advisor Representative working at Sk Wealth Management, LLC in Providence, RI and has 1 year of experience in the finance industry. Michael Decataldo 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.

4
Cheryl A. Dugas Ethier
CRD#: 5734039
55 Dorrance St, Providence, RI 02903
90
Wealthminder
score

Cheryl Dugas Ethier (CRD# 5734039) is an Investment Advisor Representative working at Sk Wealth Management, LLC in Providence, RI and has 1 year of experience in the finance industry. Cheryl Dugas Ethier 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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