AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
YC

Yuliana Chernyaeva

BAMBOO SECURITIES
NEW YORK, NY 10022
Some features on this profile are disabled
CRD#: 5272530
YC

Professional summary


Yuliana Chernyaeva, who also goes by Yuliana Chernyayeva, is a registered financial professional currently at BAMBOO SECURITIES, LLC located in New York, New York.

Yuliana is registered as a RR (Registered Representative) and started their career in finance in 2010. Yuliana has worked at 5 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Yuliana Chernyayeva

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) - BD


Click below to view Yuliana Chernyaeva's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

January 30, 2024 - Present

BAMBOO SECURITIES, LLC

Office #1: 445 Park Ave 9th Floor, Suite 945, New York, NY, 10022
BD
CRD#: 318434
NEW YORK, NY
Past

October 11, 2022 - February 10, 2023

ESSEX SECURITIES LLC

BD
CRD#: 46605
JERSEY CITY, NJ
Past

May 20, 2016 - December 9, 2021

KEPLER CAPITAL MARKETS, INC.

BD
CRD#: 139148
NEW YORK, NY
Past

October 16, 2014 - February 18, 2015

GLOBAL OAK CAPITAL MARKETS LLC

BD
CRD#: 125860
CHARLESTON, SC
Past

December 2, 2010 - June 6, 2014

SBERBANK CIB USA, INC.

BD
CRD#: 47972
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
Series 63
Date: 11/18/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


BS
BAMBOO SECURITIES, LLC
BAMBOO SECURITIES, LLC

CRD#: 318434 / SEC#: , 8-70899

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
445 Park Ave 9th Floor, Suite 945, New York, NY, 10022
Mailing Address
445 Park Ave 9th Floor, Suite 945, New York, NY, 10022
Phone number
(214) 396-4031
Established
Delaware since 08/16/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BAMBOO GLOBALPARENT
CHERNYAEVA, YULIANACEO5272530
LINDSLEY, RAYMOND VICTORCHIEF COMPLIANCE OFFICER1279932
SHUMBERG, IVANA MARCELLAFINANCIAL AND OPERATIONS PRINCIPAL3167225

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


BAMBOO SECURITIES, LLC

CRD#: 318434New York, NY 10022

TRUST BUT VERIFY

Monitor Yuliana Chernyaeva

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brooklyn, NY
Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Diane E Finnerty
Diane FinnertyAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
New York, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics