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OB

Oleg A. Babekov

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CRD#: 2513304
OB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Oleg Alex Babekov, who also goes by Alex O Babekou, Oleg A Babekov, was a registered financial professional .

Oleg is a previously registered financial professional and started their career in finance in 1999. Oleg had worked at 10 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Alex O Babekou | Oleg A Babekov

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

September 17, 2021 - November 26, 2023

AVALON

RIA
CRD#: 168033
BOCA RATON, FL
Past

November 4, 2011 - March 24, 2021

B. RILEY WEALTH ADVISORS, INC.

RIA
CRD#: 115927
NEW YORK, NY
Past

September 22, 2006 - March 24, 2021

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
NEW YORK, NY
Past

January 30, 2006 - May 19, 2006

EASTBROOK CAPITAL GROUP LLC

BD
CRD#: 39781
NEW YORK, NY
Past

February 8, 2005 - March 1, 2006

JOSEPH STEVENS & CO., INC.

BD
CRD#: 35459
BROOKLYN, NY
Past

May 31, 2002 - March 13, 2003

WESTROCK ADVISORS, INC.

BD
CRD#: 114338
NEW YORK, NY
Past

April 19, 2001 - May 30, 2002

CONTINENTAL BROKER-DEALER CORP.

BD
CRD#: 14048
CARLE PLACE, NY
Past

January 25, 2001 - April 24, 2001

MERCER PARTNERS INCORPORATED

BD
CRD#: 44925
NEW YORK, NY
Past

June 8, 2000 - February 1, 2001

HAPOALIM SECURITIES USA, INC.

BD
CRD#: 266
NEW YORK, NY
Past

May 28, 1999 - June 2, 2000

MILLENNIUM SECURITIES CORP.

BD
CRD#: 31695
NEW YORK, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/31/2011
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AV
AVALON
AVALON | ROWE WEALTH MANAGEMENT LLC | ROWE WEALTH MANAGEMENT | ROWE WEALTH | ROWE CAPITAL MANAGEMENT LLC | C ROWE INVESTMENT ADVISORS

CRD#: 168033 / SEC#:

Connecticut
Registered Investment Advisory firm - (8/19/2025 Terminated)
Florida
Registered Investment Advisory firm - (8/1/2014 Approved)
Louisiana
Registered Investment Advisory firm - (6/13/2022 Approved)
Pennsylvania
Registered Investment Advisory firm - (8/12/2025 Terminated)
Texas
Registered Investment Advisory firm - (4/4/2016 Conditional Restricted)
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Contact information


Main Address
980 North Federal Highway #110, Boca Raton, FL 33432
Mailing Address
Phone number
(866) 711-2836
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts111
AUM (Assets Under Management)$ 23,909,183

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.

Company Information


AVALON

CRD#: 168033

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