Eagle Strategies
40yrs
Top advisor by experience in Sunrise
26yrs
Skip Ames is a fiduciary financial advisor in Sunrise, Florida, with 26 years in the industry. Skip joined Osaic Wealth in 2018, after two years at Signator Investors and a year at Ladenburg Thalmann Asset Management. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 66 advisors with offices in Sunrise, and one of 59 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 17% by experience in Sunrise
Office1301 International Parkway Suite 120, Sunrise, FL 33323
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?2 states
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowOsaic Wealth, Inc.Current firm
- Apr 2017 – Nov 2018Signator Investors, Inc.Previously
- Jun 2009 – Feb 2010Ladenburg Thalmann Asset Management Inc.Previously
- 2004 – 2007The Concord Equity Group, LLCPreviously
Questions to ask Skip
Tailored to Skip’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Skip
How do I contact Skip?
Call Osaic Wealth at (800) 821-5100 and ask for Skip Ames. Skip works from the Sunrise, FL office.
How long has Skip been a financial advisor?
Skip has been in the industry since 2000, about 26 years. Top 17% by experience in Sunrise.
What licenses does Skip hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Skip a fiduciary?
Skip is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Skip paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Skip for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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