Clay Skurdal
RiskBridge Advisors · Norwalk, Connecticut
Clay Skurdal is a fee-only financial advisor at RiskBridge Advisors in Norwalk, Connecticut. Clay focuses on estate & legacy planning, family wealth transfer and retirement planning. RiskBridge Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | RiskBridge Advisors |
|---|---|
| Based in | Norwalk, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $898.3M across 293 accounts |
| SEC registration | Investment adviser representative in CT, ND, OR · CRD 1231804 |
| Exams passed | Series 63 (1984) · Series 65 (1993) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.riskbridgeadvisors.com |
| Profile |
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Questions about Clay
Is Clay Skurdal a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Clay holds no broker registration, and RiskBridge Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Clay charge for financial advice?
Clay's firm, RiskBridge Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Clay Skurdal based?
Clay Skurdal is based in Norwalk, Connecticut.
What does Clay specialize in?
Clay's specialties include estate & legacy planning, family wealth transfer and retirement planning. Clay works with ultra high net worth and multi-generational families.
Is Clay Skurdal registered with the SEC?
Yes. Clay Skurdal is registered as an investment adviser representative in CT, ND and OR (CRD 1231804), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RiskBridge Advisors manage?
RiskBridge Advisors reports $898.3M across 293 accounts in assets under management.
How do I contact Clay Skurdal?
Through Clay's website, www.riskbridgeadvisors.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
- RiskBridge Advisors 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.
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