Chief Executive Officer · Sky Investment Group LLC
Kendall Bolt
CRD 6958414 · Named on Form ADV at one SEC-registered adviser
At a glance
Sky Investment Group LLC, an SEC-registered wealth manager based in Hartford, CT with $931 million in regulatory assets, lists Kendall Bolt on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- Sky Investment Group LLCChief Executive OfficerWealth manager · Hartford, CT · $931M in regulatory assets
AtlasMembers
Kendall’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- William H. NewmanChief Compliance Officer/cfo, Sky Investment Group LLC
- Robert BinghamFounder & Chief Investment Officer, Sky Investment Group LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kendall’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.