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Clay Alan Skurdal

Investment Adviser Representative at RISKBRIDGE ADVISORS, LLC

Eugene, ORCRD #1231804Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
41 yrs
States Registered
3 states
Exams Passed
9

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
ConnecticutNorth DakotaOregon
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/7/1993
Series 63
Uniform Securities Agent State Law Examination
Passed 2/3/1984
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 3/17/2024
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 3/17/2024
Series 8
General Securities Sales Supervisor Examination (Options Module & General Module)
Passed 8/29/1992
Series 7TO
General Securities Representative Examination
Passed 3/17/2024
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 3
National Commodity Futures Examination
Passed 3/1/1984
Series 7
General Securities Representative Examination
Passed 1/21/1984

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Private Wealth - Separate Account $10M+0.65%
Private Wealth - Separate Account under $10M2.00%
Cash Management / Performance Reporting0.10%
OCIO - Discretionary0.10%
OCIO - Discretionary (upper bound)0.40%
Sub-advisory (lower bound)0.25%
Sub-advisory (upper bound)0.65%
Model Platform (MVP)0.25%
Account minimum: $10,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

RISKBRIDGE Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CITIGROUP GLOBAL MARKETS INC.
7/31/19936/1/2009EUGENE, OR
FIELDPOINT PRIVATE SECURITIES, LLC
6/27/20162/17/2021NEW YORK, NY
MORGAN STANLEY
6/1/200911/6/2012EUGENE, OR
LEHMAN BROTHERS INC.
5/14/19887/31/1993NEW YORK, NY
LEBENTHAL & CO., LLC
10/21/20146/28/2016NEW YORK, NY
E. F. HUTTON & COMPANY INC
1/26/19845/14/1988

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Clay Alan Skurdal has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.