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Youri Bujko

THALASSA CAPITAL
Bend, OR
·CRD# 2379478·32 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

32 years in the financial services industry

Current & Past Employments

THALASSA CAPITAL LLC·CRD# 139707
RIA
63205 Gibson Air Road, #44, Bend, OR 97701
May 5, 2006 - Present
UBS FINANCIAL SERVICES INC.·CRD# 8174
RIA
Beverly Hills, CA
February 26, 1999 - May 25, 2006
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
Weehawken, NJ
February 22, 1999 - May 25, 2006
PRUDENTIAL EQUITY GROUP, LLC·CRD# 7471
BD
New York, NY
January 20, 1997 - February 24, 1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
New York, NY
March 8, 1995 - January 21, 1997
REYNOLDS KENDRICK STRATTON, INC.·CRD# 10414
BD
December 16, 1993 - August 4, 1994
LAZAR FREDERICK & COMPANY·CRD# 15615
BD
Beverly Hills, CA
December 16, 1993 - February 16, 1995

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Current Firm

TC
THALASSA CAPITAL LLC

SKOURAS BUJKO CAPITAL PARTNERS LLC | THALASSA CAPITAL LLC

CRD#: 139707 / SEC#: 801-78286
RIA
Registered Investment Advisory firm - SEC (1/23/2018 Terminated)
California
Registered Investment Advisory firm - California (1/22/2018 Approved)
Oregon
Registered Investment Advisory firm - Oregon (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).

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

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

220

AUM (Assets Under Management)

$101,589,127

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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.

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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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 1995About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 1993About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Dec 1993About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

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

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