Clay Skurdal (CRD# 1231804) is an Investment Advisor Representative working at Riskbridge Advisors, LLC in Norwalk, CT and has over 40 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
Company Name | Location | Dates | Years |
---|---|---|---|
Riskbridge Advisors, LLC | New Canaan, CT | Feb 2021 - Current | 3 |
Advisors Ahead LLC | New York, NY | Apr 2013 - Current | 11 |
Fieldpoint Private Securities, LLC | Greenwich, CT | Jun 2016 - Feb 2021 | 4 |
U.s. Gymnastics Academy | Eugene, OR | Jan 2008 - Oct 2020 | 12 |
Lebenthal And Co, LLC | New York, NY | Oct 2014 - Jun 2016 | 1 |
Concert Wealth Management Inc. | San Jose, CA | Aug 2013 - Oct 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1984 |
S65 | NASAA Investment Advisors Law Examination | Aug 1993 |
- CT
- ND
- OR
-
Total Assets Under Management633MILLIONS
-
Total Number of Accounts47ACCOUNTS
-
Average Account Value$13,468,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CO, CT, DE, FL, GA, MT, ND, NY, OR, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.