Clay Skurdal (CRD# 1231804) is an Investment Advisor Representative working at Riskbridge Advisors, LLC in Norwalk, CT and has over 40 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Riskbridge Advisors, LLC | New Canaan, CT | Feb 2021 - Current | 3 |
| Advisors Ahead LLC | New York, NY | Apr 2013 - Current | 11 |
| Fieldpoint Private Securities, LLC | Greenwich, CT | Jun 2016 - Feb 2021 | 4 |
| U.s. Gymnastics Academy | Eugene, OR | Jan 2008 - Oct 2020 | 12 |
| Lebenthal And Co, LLC | New York, NY | Oct 2014 - Jun 2016 | 1 |
| Concert Wealth Management Inc. | San Jose, CA | Aug 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1984 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1993 |
- CT
- ND
- OR
-
Total Assets Under Management633MILLIONS
-
Total Number of Accounts47ACCOUNTS
-
Average Account Value$13,468,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CO, CT, DE, FL, GA, MT, ND, NY, OR, TX
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