Advisor at SkyView Investment Advisors, LLC
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
SkyView Investment Advisors, LLC
Location
Shrewsbury, NJ 07702
Credentials
Series 63, Series 65
Industry experience
14 years
Francisco Perez is a financial advisor at SkyView Investment Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Finalis Securities LLC and Bpv Capital Management. Perez serves as a board member for the Orlando City Foundation and is a chief strategic advisor for The MedTech Digest, where he contributes articles and hosts interviews. SkyView Investment Advisors provides investment management and advisory services primarily to institutional and pooled vehicles, as well as wealth managers, family offices, and high-net-worth individuals. The firm employs an open-architecture, multi-manager approach that combines traditional and alternative strategies, focusing on both discretionary and non-discretionary management.
Based on SkyView Investment Advisors, LLC
Based on SkyView Investment Advisors, LLC
Fixed fees for advisory consulting projects, based on project specifics
0.25% to 2.00% annually (negotiable on a client-by-client basis)
$1,000 to $4,000 per hour for advisory consulting services
Performance fees of 10% to 25% subject to high water mark or hurdle as agreed with client
595 Shrewsbury Avenue, Suite 203
Shrewsbury, NJ 07702
New Jersey
Finalis Securities LLC
2023 - Present (3 years)
Skyview Investment Advisors
2017 - Present (9 years)
Commenda Capital, LLC
2016 - Present (10 years)
Commenda Securities, LLC
2016 - Present (10 years)
Bpv Capital Management
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
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CFP®
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Pathways Financial Planning
Kristen provides unbiased, comprehensive financial planning with expertise in budgeting, retirement planning, investment strategies, tax planning, and major life transitions, including divorce. Her background in education - spending a decade teaching middle school English in San Francisco and Maine- gives her a unique perspective on guiding career changers through financial transitions. She is particularly passionate about working with Childfree individuals, early retirees (and the FIRE community), those navigating divorce, and those forging non-traditional financial paths. She offers hourly financial advice for those seeking one-time guidance or a cost-effective option, divorce planning for clients managing the financial complexities of separation, and ongoing financial planning for those who want continuous support in achieving their goals. Whether you're changing careers, planning for retirement, building wealth, or facing complex financial decisions, Kristen provides knowledgeable, compassionate guidance to help you create a plan that aligns with your goals and values.
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