# Alexander Potenza

> Alexander Potenza is a fee-only financial advisor at Skyview Financial Group in Ponte Vedra Beach, Florida. Alexander focuses on equity compensation, retirement planning and tax planning. Skyview Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/alexander-potenza/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Skyview Financial Group
- **Based in:** Ponte Vedra Beach, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $286.6M across 342 accounts
- **Specialties:** Equity compensation, Retirement planning, Tax planning, Small business owners
- **Works with:** Executives, Retirees, Pre-retirees, Founders
- **CRD:** 2566483 (https://adviserinfo.sec.gov/individual/summary/2566483)
- **SEC registration:** Investment adviser representative in FL, NJ, NY, TX
- **Exams passed:** Series 63 (1995), Series 65 (2005)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.skyviewfg.com/

## Frequently asked questions

### Is Alexander Potenza a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Alexander holds no broker registration, and Skyview Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Alexander charge for financial advice?

Alexander's firm, Skyview Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Does Alexander work with clients virtually?

Yes. Skyview Financial Group says on its website that it works with clients remotely.

### Where is Alexander Potenza based?

Alexander Potenza is based in Ponte Vedra Beach, Florida.

### What does Alexander specialize in?

Alexander's specialties include equity compensation, retirement planning, tax planning and small business owners. Alexander works with executives, retirees, pre-retirees and founders.

### Is Alexander Potenza registered with the SEC?

Yes. Alexander Potenza is registered as an investment adviser representative in FL, NJ, NY and TX (CRD 2566483), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Skyview Financial Group manage?

Skyview Financial Group reports $286.6M across 342 accounts in assets under management.

### How do I contact Alexander Potenza?

Through Alexander's website, www.skyviewfg.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2566483): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://skyviewfg.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.