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SKLOFF FINANCIAL GROUP

· CRD 139475 · IAPD ↗ · csn-connect.com · 908-464-3060

$114.0MRegulatory AUM
1Advisory reps
1Employees
0Clients
1-10Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
September 2026 — SKLOFF FINANCIAL GROUP notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
February 2026 — SKLOFF FINANCIAL GROUP changed its website from skloff.com to csn-connect.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
44
February 2026 — SKLOFF FINANCIAL GROUP notice-filed in GA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
December 2025 — SKLOFF FINANCIAL GROUP (location n/a) is newly SEC-registered with $111.5M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.