Steven A. Filiaci

Steven Filiaci co-founded SkyPath Private Wealth with fellow former Merrill Lynch wealth advisors following a career of nearly 25 years at Merrill Lynch and Morgan Stanley. Earlier in his career, Steve was a District Manager at ADP where he built strong relationships in the CPA community across payroll, human resources and 401(k) divisions. Steve played four years of college baseball at the College of New Jersey and Rutgers University and graduated with a Bachelor of Science in Marketing. He possesses FINRA Series 7 and 66 registrations, as well as both Life and Health Insurance licenses.

Steve and his wife Patti reside in Mountainside, New Jersey, with their three children, Kate, Jacalyn, and Matthew. He is an avid golfer and boater and loves to spend time with his family. Steve was actively involved in the Mountainside youth baseball and softball programs. More than anything, Steve loves to watch his son Matthew play hockey and baseball, as both sports sometimes require extensive travel. Steve and his wife Patti also enjoy visiting their daughters at college when the opportunity presents itself. Steve and Patti are personally very active and supportive of the many charities SkyPath Private Wealth embraces. Steve achieved the UniFi by CAIA Fundamentals of Alternative Investments Certificate in 2024. He is currently on pace to receive his BFA (Behavioral Financial Advisor) designation in 2025.