Advisors at this firm
Michelle M
Series 65
Apollo Beach, FL
Skyview Pinnacle
Michelle Miller is a financial advisor at Skyview Pinnacle with a Series 65 credential and one year of industry experience. Prior to joining Skyview Pinnacle, she worked at Mango Technologies International, Inc. and IBM. Outside of her advisory role, she is a licensed insurance agent authorized to sell life insurance and annuity products through various carriers. Skyview Pinnacle provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, associations, and businesses. The firm combines technical, quantitative, fundamental, cyclical, and economic analysis with model-driven approaches and professional judgment to manage portfolios on a discretionary basis.
James T
Series 63, Series 65
Apollo Beach, FL
Skyview Pinnacle
James Tuberosa is a financial advisor at Skyview Pinnacle with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2009 to 2022. Outside of his advisory role, he consults and sells life insurance and annuities through Informed Choice Insurance. Skyview Pinnacle provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, associations, and businesses. The firm combines technical, quantitative, fundamental, cyclical, and economic analysis in its investment decisions and delivers tailored portfolio management alongside written financial plans or consulting.
Christopher L
Series 65
Apollo Beach, FL
Skyview Pinnacle
Christopher Lazaro is a financial advisor at Skyview Pinnacle with a Series 65 credential and one year of industry experience. He is also a licensed real estate broker and operates his own real estate company, Metro International Realty PLLC, which he founded in 2013. Additionally, Lazaro holds licenses as a mortgage loan officer and a life, health, and variable contracts insurance agent, focusing on marketing and referrals in these areas. Skyview Pinnacle provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, associations, and businesses. The firm uses a combination of technical, quantitative, fundamental, cyclical, and economic analysis to guide investment decisions and emphasizes model-driven strategies implemented through a qualified custodian.