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Eunice Oleksiw

CRITO CAPITAL
WESTPORT, CT
·CRD# 3110818·18 years experience

Professional Summary

Eunice Oleksiw, who also goes by Eunice Anne Donovan, Eunice Donovan, Eunice Anne Tavolacci, Eunice Tavolacci, is a registered financial advisor currently at CRITO CAPITAL LLC located in Westport, Connecticut. Eunice is registered as a RR (Registered Representative) and started their career in finance in 2000. Eunice has worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 14 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Eunice Anne Donovan, Eunice Donovan, Eunice Anne Tavolacci, Eunice Tavolacci

Blog Corner

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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

18 years in the financial services industry

Current & Past Employments

CRITO CAPITAL LLC·CRD# 161724
RIA
BD
8 Wright Street Suite 107, Westport, CT 06880
January 30, 2018 - Present
TITUS ROCKEFELLER, LLC·CRD# 43608
BD
Westport, CT
February 25, 2015 - December 14, 2018
LPL FINANCIAL LLC·CRD# 6413
BD
Westport, CT
March 31, 2014 - January 20, 2015
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
Westport, CT
November 6, 2000 - January 22, 2007

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Current Firm

CC
CRITO CAPITAL LLC

CRITO CAPITAL LLC

CRD#: 161724 / SEC#: 8-69050
Connecticut
Registered Investment Advisory firm - SEC (3/13/2024 Termination Requested)
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

Contact Information

Main Address

8 Wright Street Suite 107, Westport, CT 06880

Mailing Address

8 Wright Street Suite 107, Westport, CT 06880

Phone Number

(203) 423-5600

Established

Connecticut since 05/23/2011

Firm Type

Limited Liability Company

Fiscal Year End

March

Firm Size

Small

# of Employees

2

FINRA licenses (24 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
CRITO HOLDINGS LLCSOLE OWNER OF CRITO CAPITAL LLC—
BEATON, DANIEL STEWARTFINOP4240769
GESKE, DAVID MICHAELMANAGING PRINCIPAL2514685
GILLMAN, THEODORE JONESMANAGING PRINCIPAL, EXECUTIVE REP.2498623
MARSHALL, ANN MARIEPRINCIPAL6298134
OLEKSIW, EUNICECHIEF COMPLIANCE OFFICER3110818

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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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Connecticut
(12/18/2018)

Exams

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

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2014About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2014About the Series 7 exam

Series 14 — Compliance Officer Examination

Passed Jan 2023About the Series 14 exam

Series 24 — General Securities Principal Examination

Passed Dec 2015About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Eunice Oleksiw's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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