Samuel J. Olesky
Professional summary
Samuel James Olesky, who also goes by Sam Olesky, is a registered financial advisor currently at OLESKY CAPITAL MANAGEMENT, LLC located in Mill Valley, California.
Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Samuel has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Samuel James Olesky's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 21, 1999 - Present
OLESKY CAPITAL MANAGEMENT, LLC
May 26, 1998 - June 10, 1998
TERRA NOVA FINANCIAL, LLC
September 8, 1989 - May 6, 1997
TD AMERITRADE, INC.
March 21, 1989 - August 3, 1989
J. W. GANT & ASSOCIATES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/21/1999)
(7/19/2005)
Exams
Series 8
Date: 7/13/1992
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
OLESKY CAPITAL MANAGEMENT, LLC
CRD#: 111627 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 82 |
| AUM (Assets Under Management) | $ 53,106,494 |
Red Flags
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