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Skye Adam Root

Capstone Partners

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About Skye Adam Root

Skye Adam Root is a registered representative with Capstone Partners and is licensed in Idaho. Skye's professional experience includes time at Galena Capital. Skye holds Series 63, Series 79TO, and SIE licenses.

Firm Information

Skye Root is currently registered with Capstone Partners. Capstone Partners is a Limited Liability Company formed on April 8, 2004. The firm is registered with the SEC and in 15 states including Arizona, California, Colorado, Florida, Idaho, Illinois, Louisiana, Massachusetts, Michigan, New York, Ohio, Oregon, Pennsylvania, Texas, and Virginia.

Not reported

Assets Under Management

Not reported

Total Clients

89

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Skye Root’s Registration & Firm History

ID

01/02/2024 - Present

Capstone Partners (Meridian ID)

ID

12/21/2021 - 12/11/2023

GALENA CAPITAL (BOISE ID)

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Licenses & Designations

BC

Issued 12/21/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/21/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/29/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Skye Adam Root.
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