Michael Shatsky
Michael Shatsky is a registered investment advisor at Sky Alpha Asset Advisors, based in Boca Raton, FL, with 32 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 318 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sky Alpha Asset Advisors manages investment portfolios for a fee based on a percentage of the assets in your account, up to 2%. The annual fee is billed quarterly in advance. The fee is negotiable depending on your individual circumstances. Sky Alpha will deduct the fee directly from your account with written authorization.
Location
7284 W Palmetto Pk Rd, Suite 108, Boca Raton, FL, 33433
Get directionsHistory
Regulatory History (6)
Customer Dispute
June 2024Customer Dispute
January 2022Customer Dispute
April 2019Customer Dispute
February 2009Customer Dispute
December 2002Customer Dispute
December 1999Employment History
Current Registrations
Sky Alpha Asset Advisors
Previous Registrations
Oppenheimer & CO. INC.Broker
Oppenheimer & CO. INC.
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.