Youri Bujko

THALASSA CAPITAL LLC

Bend, OR 97701

Some features on this profile are disabled

CRD#: 2379478

Professional summary

Youri Bujko is a registered financial advisor currently at THALASSA CAPITAL LLC located in Bend, Oregon.

Youri is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Youri has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Youri Bujko's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 5, 2006 - Present

THALASSA CAPITAL LLC

Office #1: 63205 Gibson Air Road, #44, Bend, OR 97701

RIA

CRD#: 139707

Bend, OR

Past

February 26, 1999 - May 25, 2006

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

BEVERLY HILLS, CA

Past

February 22, 1999 - May 25, 2006

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

January 20, 1997 - February 24, 1999

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

March 8, 1995 - January 21, 1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

December 16, 1993 - August 4, 1994

REYNOLDS KENDRICK STRATTON, INC.

CRD#: 10414

Past

December 16, 1993 - February 16, 1995

LAZAR FREDERICK & COMPANY

CRD#: 15615

BEVERLY HILLS, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(5/5/2006)

IAR

Oregon
(1/22/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/19/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/27/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/15/1993

General Securities Representative Examination

Current Firm

THALASSA CAPITAL LLC

SKOURAS BUJKO CAPITAL PARTNERS LLC | THALASSA CAPITAL LLC

CRD#: 139707 / SEC#: 801-78286

RIA

Registered Investment Advisory firm - (1/23/2018 Terminated)

California

Registered Investment Advisory firm - (1/22/2018 Approved)

Oregon

Registered Investment Advisory firm - (1/22/2018 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

63205 Gibson Air Road, #44, Bend, OR 97701

Mailing Address

320 Sw Century Dr. #405-382, Bend, OR 97702

Phone number

(541) 323-4969

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	226
AUM (Assets Under Management)	$ 96,330,802

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Andrew Lehman

INSPIRE ADVISORS, LLC

IAR

Columbus, OH

Craig Johlfs

LPL FINANCIAL LLC

IAR

Greenwood Village, CO

Gregory Harris

PFS INVESTMENTS INC.

Farmingdale, NY

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Youri Bujko

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Youri Bujko's CRS (Customer Relationship Summary).

Certified licenses

Experience

THALASSA CAPITAL LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

PRUDENTIAL EQUITY GROUP, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

REYNOLDS KENDRICK STRATTON, INC.

LAZAR FREDERICK & COMPANY

State Registrations and Notice Filings

Exams

Series 65

Date: 4/19/1995

Series 63

Date: 12/27/1993

Series 7

Date: 12/15/1993

Current Firm

THALASSA CAPITAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

THALASSA CAPITAL LLC

TRUST BUT VERIFY

Similar Advisors