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Michael S
Series 63, Series 65
Boca Raton, FL
Sky Alpha Asset Advisors
Michael Shatsky is a financial advisor at Sky Alpha Asset Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Citigroup Global Markets, Morgan Stanley, Morgan Stanley Private Bank, and Oppenheimer & Co. since 1994. He has been with Sky Alpha Asset Advisors since 2018. Sky Alpha Asset Advisors provides discretionary portfolio management, standalone financial planning, and pension consulting primarily to individual and high-net-worth clients. The firm employs a combination of custom and model portfolio strategies, utilizing various trading techniques and conducting regular portfolio reviews to adapt to client needs.
Elvis R
ChFC®, Series 63, Series 65
Boca Raton, FL
Sky Alpha Asset Advisors
Elvis Rodriguez is a ChFC® credentialed financial advisor with 27 years of industry experience. He currently works at Sky Alpha Asset Advisors and previously spent nine years at Newvbridge Securities Corporation. Outside of advisory roles, he holds a position as president of Sandryel Financial Holdings and operates an insurance agency focused on fixed insurance products. Sky Alpha Asset Advisors serves individual and high-net-worth clients as well as employee benefit plans, offering discretionary portfolio management, financial planning, pension consulting, and advisory guidance on alternative and private equity investments. The firm employs a range of investment strategies from long-term allocation to active trading and provides ERISA-focused plan consulting alongside participant education.
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