Advisor at Fiduciary Consulting Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fiduciary Consulting Group
Location
Greenwood Village, CO 80111
Credentials
Series 63, Series 65
Industry experience
7 years
Ericka Skeldon is a financial advisor with Morgan Stanley Institutional Investment Advisors LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Northwestern Mutual Wealth Management Company. Morgan Stanley Institutional Investment Advisors LLC’s Fiduciary Consulting Group provides customized fiduciary and investment consulting services to institutional clients such as retirement plans, corporate accounts, and charitable institutions. The firm offers both discretionary and non-discretionary advisory services, emphasizing ongoing manager monitoring and fiduciary education tailored to client needs.
Based on Fiduciary Consulting Group
Generally, clients are billed a flat annual fee payable quarterly either in advance or in arrears; project-based fees are quoted on a case-by-case basis.
5299 Dtc Blvd., Suite 1000
Greenwood Village, CO 80111
Colorado · Oregon
Morgan Stanley
2025 - Present (1 year)
Bank of America, N.A.
2023 - 2025 (2 years)
Merrill
2023 - 2025 (2 years)
Northwestern Mutual Wealth Management Company
2019 - 2023 (4 years)
John O Kelley
2018 - 2021 (3 years)
Northwestern Mutual Investment Services LLC
2018 - 2019 (1 year)
John O Kelley
2017 - 2018 (1 year)
Homemaker
2014 - 2017 (3 years)
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Is active or affiliated with:
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Bank
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Trust company
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Fund sponsor
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Other specialized services
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Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Financial Solution Advisors Corp.
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