Skyview Pinnacle
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Skyview Pinnacle is a registered investment adviser that offers discretionary portfolio management and financial planning to individuals, trusts, associations, and businesses. The firm provides ongoing portfolio management and delivers written financial plans, placing trades for clients under a limited power of attorney through qualified custodians.
The firm’s investment process combines technical, quantitative, fundamental, cyclical and economic analysis and can employ long- and short-term purchases as well as strategic asset allocation to pursue client objectives. Services are provided under a signed investment advisory agreement, with the firm exercising discretionary authority and conducting reviews at least annually or when client circumstances change.
Distinctive features noted in the brochure include an affiliation with insurance activities: the firm’s principal is also a licensed insurance agent (Impact Partnership) and may receive commissions for insurance sales, a relationship the brochure discloses as a potential conflict and says will be managed and disclosed. The firm is newly formed and relatively small — reporting roughly $9.5 million in discretionary assets and a limited client base — and it requires clients to maintain accounts at Interactive Brokers, does not offer proxy voting services, and reports no soft-dollar arrangements.
Client services
Expertise
Fee options
Fixed fees for financial planning typically ranging from $500 to $10,000
$0 - $100,000: 2.00% $100,001 - $500,000: 1.75% $500,001 - $2,000,000: 1.50% $2,000,001+: 1.25%
Hourly fees from $125 to $400 per hour billed in 15-minute increments
Fee-only: Financial planning fixed fees ranging from $500 - $10,000; hourly fees from $125 to $400 per hour
Main office
Apollo Beach FL
Advisors at this office
2
Most active in
Florida
Also doing business as
Skyview Pinnacle · Skyview Pinnacle Inc. · Skyview Pinnacle Investments
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Michelle M
Series 65
Apollo Beach, FL
Skyview Pinnacle
Michelle Miller is a financial advisor at Skyview Pinnacle with a Series 65 designation and one year of industry experience. Prior to joining Skyview Pinnacle, she worked at Mango Technologies International, Inc. and IBM. She is also a licensed insurance agent and sells life insurance and annuity products through Impact Partnership. Skyview Pinnacle is a registered investment adviser providing discretionary portfolio management and financial planning to individuals, trusts, associations, and businesses. The firm combines technical, quantitative, fundamental, cyclical, and economic analysis in its investment approach and manages portfolios under discretionary authority with regular reviews.
James T
Series 63, Series 65
Apollo Beach, FL
Skyview Pinnacle
James Tuberosa is a financial advisor at Skyview Pinnacle with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2009 to 2022. Outside of his advisory role, he consults and sells life insurance and annuities through Informed Choice Insurance. Skyview Pinnacle provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, associations, and businesses. The firm combines technical, quantitative, fundamental, cyclical, and economic analysis in its investment decisions and delivers tailored portfolio management alongside written financial plans or consulting.
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