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Roger D
Series 63, Series 65
Naples, FL
Skyoak Wealth
Roger Denha is a financial advisor at Skyoak Wealth with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Bks Advisors, LLC and Brandt, Kelly & Simmons Securities, LLC from 2003 to 2018. Denha is currently not active in the industry since 2018. Skyoak Wealth is a team-based registered investment adviser serving individuals, families, corporate retirement plans, and other institutions. The firm uses a discretionary, customized investment approach combining fundamental, technical, and trend analysis within a core–satellite framework, integrating proprietary actively managed strategies with outside separately managed accounts and offering a mix of family office, private wealth management, and corporate retirement plan advisory services.
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