Alexander Potenza
Skyview Financial Group · Ponte Vedra Beach, Florida
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.
Request an introduction to Alexander →
Specialties
Who they serve
- Executives
- Retirees
- Pre-retirees
- Founders
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 |
| Accepting new clients | Yes |
| Assets under management | $286.6M across 342 accounts |
| SEC registration | Investment adviser representative in FL, NJ, NY, TX · CRD 2566483 |
| Exams passed | Series 63 (1995) · Series 65 (2005) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.skyviewfg.com |
| Profile |
How Alexander's firm compares
- Skyview Financial Group's average account is about $838,000, from its Form ADV (assets managed divided by 342 accounts).
Request an introduction to Alexander
Tell Alexander a little about what you're looking for. Alexander isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Alexander
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Skyview Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.