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MS
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Michael Jay Shatsky
Sky Alpha Asset Advisors LLC
31 Years of Experience
6 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Financial Planning & Coaching
Retirement Planning
Sky Alpha Asset Advisors LLC
Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
300 clients
Average Client Portfolio
$693K average
Assets Under Management
$208.0M
Fee Structure
Investment Management
Planning
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Location
7284 W Palmetto Pk Rd, Suite 108, Boca Raton, FL, 33433
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History
Regulatory History (6)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
June 2024
Settled
Customer Dispute
January 2022
Settled
Customer Dispute
April 2019
Settled
Customer Dispute
February 2009
Denied
Customer Dispute
December 2002
Withdrawn
Customer Dispute
December 1999
Closed-No Action
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Sky Alpha Asset Advisors
August 2018 - Present · 7 yrs 6 mos
Previous Registrations
Oppenheimer & CO. INC.
November 2017 - August 2018 · 9 mos
Oppenheimer & CO. INC.
Broker
November 2017 - August 2018 · 9 mos
Morgan Stanley
Broker
June 2009 - November 2017 · 8 yrs 5 mos
Morgan Stanley
June 2009 - November 2017 · 8 yrs 5 mos
Citigroup Global Markets INC.
March 1994 - June 2009 · 15 yrs 3 mos
Citigroup Global Markets INC.
Broker
March 1994 - June 2009 · 15 yrs 3 mos
State Registrations
2 states
FL
NY
Advisor
Exams
No exam information available for this advisor.