Stuart Oltchick
Professional summary
Stuart Oltchick is a registered financial professional currently at STUART PORTFOLIO CONSULTANTS, L.P. located in New York, New York.
Stuart is registered as a RR (Registered Representative) and started their career in finance in 1998. Stuart has worked at 2 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 3, Series 14 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Stuart Oltchick's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 16, 1998 - Present
STUART PORTFOLIO CONSULTANTS, L.P.
Office #1: 575 Fifth Avenue 14th Floor, New York, NY 10017Office #2: 575 Fifth Avenue 14th Floor, New York, NY 10017January 16, 1998 - July 2, 1998
NORTHEAST SECURITIES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/27/1998)
(7/21/2005)
(5/6/2025)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
STUART PORTFOLIO CONSULTANTS, L.P.
CRD#: 44487 / SEC#: , 8-50721
Contact information
FINRA licenses (3 States and Territories)
Direct owners and executive officers
Disclosures
| Regulatory Event | 1 |
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