Julie Skye has been Member and Chief Compliance Officer of Sustainable Advisors Alliance since November 2020, is a control person of the firm and directly owns between 10% and 25% of it. Julie Skye holds an MBA in Organizational Change from the University of Tulsa. Julie Skye studied BSBA in Finance at the University of Tulsa.
Sustainable Advisors Alliance LLC is a Tulsa, OK firm with $235M under management, 559 clients and 8 advisers across 7 offices, as of its April 2026 filing.
Julie Skye is Advisor and Chief Compliance Officer of Sustainable Advisors Alliance, based in Tulsa, Oklahoma. She was first licensed as a registered representative at a small mutual fund company in 1986. In December 2017 she left large investment firms to start Skye Advisors, focused on environmental, social, and governance (ESG) principles. By the summer of 2020 she and five other colleagues from the First Affirmative Community formed a Master Mind Group, from which Sustainable Advisors Alliance emerged.
Julie Skye’s longest registration was 8 years at Native American Fund Advisors LLC (2005–2014). Before joining Sustainable Advisors Alliance in 2021, Julie Skye was registered through Skye Advisors LLC and Mariner Wealth Advisors, LLC.
- – present · 5 yearsTulsa, OK · Adviser representative · Firm CRD 312061
- Skye Advisors LLC– · 4 yearsTulsa, OK · Adviser representative · Firm CRD 291538
- Mariner Wealth Advisors, LLC– · 2 yearsTulsa, OK · Adviser representative · Firm CRD 140195
- Mariner Wealth Advisors– · 3 yearsTulsa, OK · Adviser representative · Firm CRD 107355
- Firstpoint Financial, LLC– · 1 yearTulsa, OK · Adviser representative · Firm CRD 168793
- Native American Fund Advisors LLC– · 8 yearsTulsa, OK · Adviser representative · Firm CRD 108149
Investment adviser representative registrations
Julie Skye is registered as an investment adviser representative in 2 states. The first approvals date from January 2021; the most recent is Oklahoma, in March 2021.
- OklahomaSince 24 March 2021
- TexasSince 4 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 September 2005 |
| Series 62 | Corporate Securities Limited Representative Examination | 5 March 1991 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 June 1986 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 9 June 1986 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Corporate Securities Limited Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Julie Lynn Skye
- CRD
- 1513147
- Firm
- Sustainable Advisors Alliance · CRD 312061
- Role
- Member and Chief Compliance Officer
- Office
- 12 N CHEYENNE AVE, SUITE 406, Tulsa, OK 74103
- Registration
- Investment adviser registration
- In the industry since
- December 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sustainableadvisorsalliance.com
Where does Julie Skye work?
Julie Skye has been Member and Chief Compliance Officer of Sustainable Advisors Alliance LLC since November 2020, and is a control person of the firm.
Is Julie Skye a financial advisor?
Yes. Julie Skye has a current investment-adviser registration in Oklahoma and Texas, through Sustainable Advisors Alliance since January 2021.
How many years of experience does Julie Skye have?
Julie Skye has 20 years in the financial industry, since December 2005, across 6 adviser firms.
What exams has Julie Skye passed?
Julie Skye has passed 4 licensing exams: the Series 63, Series 6, Series 62 and Series 65. The earliest, the Series 63, was passed in June 1986.
Where did Julie Skye work before Sustainable Advisors Alliance?
Before Sustainable Advisors Alliance, Julie Skye was registered through Mariner Wealth Advisors, LLC, July 2015 to December 2017; Mariner Wealth Advisors, August 2014 to December 2017; Firstpoint Financial, LLC, August 2014 to January 2016; Native American Fund Advisors LLC, September 2005 to July 2014.
Where is Julie Skye based?
Julie Skye’s registered office is in Tulsa, OK.
Is Julie Skye registered with FINRA?
No. Julie Skye has no current broker registration.
How can I verify Julie Skye’s record?
Search CRD 1513147 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Julie Skye’s full registration record.
