Brian Skarbek (CRD# 2624120) is an Investment Advisor Representative working at Cypress Capital Group in Palm Beach, FL and has over 27 years of experience in the finance industry.
CRD# 2650834
Convergence Investment Partners, LLC
CRD# 4359773
Cresset Asset Management, LLC
CRD# 5650780
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cypress Capital Group | Palm Beach, FL | Jul 2016 - Current | 7 |
| Cypress Capital Group | Palm Beach, FL | Mar 2011 - Jul 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1996 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2005 |
- FL
-
Total Assets Under Management130MILLIONS
-
Total Number of Accounts152ACCOUNTS
-
Average Account Value$858,100
- A percentage of assets under your management
- Other
- 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)
- Other
FL, NY
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