Yuli A. Yeliseyev
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.
Yuli Alexandrovich Yeliseyev, who also goes by Yuli Yeliseyev, was a registered financial professional .
Yuli is a previously registered financial professional and started their career in finance in 2003. Yuli had worked at 4 firms and has passed the Series 66, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 8, 2008 - May 4, 2012
THE MONITOR GROUP, INC.
August 25, 2008 - May 4, 2012
THE MONITOR GROUP, LLC
June 12, 2006 - October 31, 2006
MCLEAN ASSET MANAGEMENT CORP.
September 4, 2003 - July 13, 2004
MORGAN STANLEY DW INC.
August 6, 2003 - July 13, 2004
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
THE MONITOR GROUP, INC.
CRD#: 109589 / SEC#: 801-56697
Contact information
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.
