AdFi
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SKY Alpha Asset Advisors

SEC Registered

Could Your Money Work Harder For You?

Boca Raton, FLhttps://skyalphaadvisors.com561-410-7790
Assets Under Management
$100M–$500M
Employees
3
Office Locations
1 office
Total Accounts
318

About the firm

Sky Alpha Advisors is a financial advisory firm based in Boca Raton, FL. Their team consists of seasoned professionals with decades of combined experience, serving clients from all walks of life with guidance and insights across every aspect of their financial lives.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthCharitable Organizations

Areas of expertise

Retirement PlanningWealth ManagementPortfolio ConstructionRisk ManagementEstate StrategyFinancial PlanningInvestment Advisory

Services

Retirement planning, wealth management (portfolio construction and risk management), peak-career wealth-building strategies, and estate strategy.

Who they serve

High-net-worth individuals, small business owners, working professionals, and families — from young professionals just starting out to seasoned investors looking to optimize their portfolios.

Client segmentClientsAssets managed
Individuals (Non-HNW)95$9.3M
High Net Worth Individuals191$146M
State/Municipal Entities6—

Leadership

Michael Jay Shatsky
MANAGING MEMBER
Alex Lee
MEMBER/CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
FL
Boca RatonHQ

Advisors at this firm

2 advisors in the directory

Regulatory & compliance

CRD number
#295839
SEC Number
801-113000
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Commission

Data as of February 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SKY Alpha Asset Advisors 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 the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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SKY Alpha Asset Advisors in Boca Raton, FL | AdvisorFinder