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Yuliya V. Tkachyshyn

CRD#: 5566215
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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.

Yuliya Volodymyrivna Tkachyshyn, who also goes by Yuliya Tkachyshyn, was a registered financial professional .

Yuliya is a previously registered financial professional and started their career in finance in 2008. Yuliya had worked at 2 firms and has passed the Series 63, Series 7 and Series 11 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Yuliya Tkachyshyn

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

June 29, 2012 - September 25, 2012

NYLIFE DISTRIBUTORS LLC

BD
CRD#: 35350
NEW YORK, NY
Past

August 18, 2008 - June 24, 2010

NYLIFE SECURITIES LLC

BD
CRD#: 5167
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: 8/7/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 11
Date: 8/15/2008
Assistant Representative-Order Processing Qualification Exam

Current Firm


ND
NYLIFE DISTRIBUTORS LLC
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | NYLIFE DISTRIBUTORS LLC | NYLIFE DISTRIBUTORS INC.

CRD#: 35350 / SEC#: , 8-46655

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
30 Hudson Street, Jersey City, NJ 07302
Mailing Address
30 Hudson Street 22nd Floor, Jersey City, NJ 07302
Phone number
(201) 685-6220
Established
Delaware since 10/31/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 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#
NEW YORK LIFE INVESTMENT MANAGEMENT HOLDINGS LLC.SHAREHOLDER - 100%-MEMBER
AKKERMAN, JOHN WILLIAMSENIOR MANAGING DIRECTOR, NYL INVESTMENTS INSTITUTIONAL SALES-ELECTED OFFICER2780712
ANDREOLA, MICHAEL JOSEPHDIRECTOR, COMPLIANCE AND SALES MATERIAL REVIEW - ELECTED OFFICER4302689
BAIN, KAREN ANNMANAGING DIRECTOR, TAX-ELECTED OFFICER6160313
BARROS, JOSE NEPTALI JRCHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR-ELECTED OFFICER3118930
BENINTENDE, JACK ROBERT JR.MANAGING DIRECTOR, INDEX IQ - ELECTED OFFICER7714943
CRUZ, DAVID NMNSENIOR MANAGING DIRECTOR, INSTITUTIONAL LIFE-ELECTED OFFICER2560569
GAMBLE, MICHAEL ADAMMANAGING DIRECTOR, INSTITUTIONAL LIFE-ELECTED OFFICER7536233
GOLDSTEIN, ANDREW PHILLIPMANAGING DIRECTOR, FIELD OPERATIONS VALUE STREAM AGENCY WHOLESALE-ELECTED OFFICER5103842
HANSEN, MARTA SOFIADIRECTOR(OFFICER), CFO, FINOP, TREASURER, PRINCIPAL OPS OFFICER-ELECTED OFFICER4899589
HARTE, FRANCIS MICHAELSENIOR MANAGING DIRECTOR-ELECTED OFFICER1976402
HOWARD, LINDA MARIEDIRECTOR AND CHIEF COMPLIANCE OFFICER, AML OFFICER AND OFFICE OF FOREIGN ASSETS CONTROL OFFICER-ELECTED OFFICER2822341
LEHNEIS, KIRK CHRISTOPHERSENIOR MANAGING DIRECTOR, CHAIRMAN OF THE BOARD-ELECTED OFFICER6773807
LONG, HARRY SCOTTDIRECTOR, INSURANCE SOLUTIONS-RETAIL LIFE-ELECTED OFFICER2029580
MEADE, COLLEEN ANNESECRETARY-ELECTED OFFICER5615089
MICUCCI, ALISON HIERSSENIOR MANAGING DIRECTOR, MACKAY SHIELDS INSTITUTIONAL SALES-ELECTED OFFICER2709298
MILLAY, EDWARD PAULMANAGING DIRECTOR - ELECTED OFFICER7837443
MISRA, MANALI SUDHIRASSISTANT GENERAL COUNSEL, ASSISTANT SECRETARY - ELECTED OFFICER8047340
SABAL, CRAIG ANDREWSENIOR MANAGING DIRECTOR, NYL INVESTORS INSTITUTIONAL SALES-ELECTED OFFICER4591702
SHARRIER, ELIZABETH ANNEASSISTANT SECRETARY-ELECTED OFFICER2049186
STRINGER, CHRISTOPHER RYANSENIOR MANAGING DIRECTOR, APOGEM CAPITAL INSTITUTIONAL SALES-ELECTED OFFICER5149663
WICKWIRE, BRIAN DAVIDCHIEF OPERATING OFFICER, CONTROLLER, MANAGING DIRECTOR-ELECTED OFFICER4332103

Disclosures


Regulatory Event2

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


NYLIFE DISTRIBUTORS LLC

CRD#: 35350

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