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Olesia Rasiuk

ARETE WEALTH MANAGEMENT
New York, NY 10004
Some features on this profile are disabled
CRD#: 6729625
OR
Olesia RasiukARETE WEALTH MANAGEMENT

Professional summary

Olesia Rasiuk is a registered financial professional currently at ARETE WEALTH MANAGEMENT, LLC located in New York, New York.

Olesia is registered as a RR (Registered Representative) and started their career in finance in 2017. Olesia has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Aliases

None

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.
*OBI - 585428 - OR Yacht and Real Estate Services LLC / Olesia Rasuik LLC ; Investment related - Yes ; Fort Lauderdale, Florida ; Real Estate, Yacht services ; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent) ; 02/2023 ; During business hours : 0 ; After business hours : 0 ; Customer Service

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Olesia Rasiuk'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

August 7, 2026 - Present

ARETE WEALTH MANAGEMENT, LLC

Office #1: 5 Hanover Sq. 12th Floor, New York, NY 10004
BD
CRD#: 44856
New York, NY
Past

May 28, 2024 - January 31, 2025

MORGAN STANLEY

RIA
CRD#: 149777
Aventura, FL
Past

March 7, 2024 - January 31, 2025

MORGAN STANLEY

BD
CRD#: 149777
Aventura, FL
Past

April 1, 2019 - January 19, 2022

SANFORD C. BERNSTEIN & CO., LLC

BD
CRD#: 104474
NASHVILLE, TN
Past

March 23, 2017 - April 9, 2019

AUTONOMOUS RESEARCH US LP

BD
CRD#: 165290
NEW YORK, NY

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(8/7/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/28/2024
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/22/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/23/2017
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AW
ARETE WEALTH MANAGEMENT, LLC
ARETE WEALTH MANAGEMENT, LLC | KEYSTONE SECURITIES, LLC. | KEYSTONE SECURITIES, LLC | KEYSTONE INVESTMENT ADVISORS, LLC

CRD#: 44856 / SEC#: , 8-50854

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

Main Address
1115 W Fulton Market 3rd Floor, Chicago, IL 60607
Mailing Address
1115 W Fulton Market 3rd Floor, Chicago, IL 60607
Phone number
(312) 940-3684
Established
Illinois since 01/20/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ARETE WEALTH INCDIRECT OWNER
BULLA, CHRISTIAN ALEXANDERMUNICIPAL SECURITIES PRINCIPAL7067640
CUCHARALE, CATHERINECHIEF COMPLIANCE OFFICER / AML COMPLIANCE OFFICER3054881
HOCK, DAVID CARLCHIEF FINANCIAL OFFICER / FINANCIAL & OPERATIONS PRINCIPAL (FINOP)2246268
LEVINE, DAVID CHARLESCHIEF EXECUTIVE OFFICER
RAYNER, MICAH HARDINGREGISTERED OPTIONS PRINCIPAL6252596
TROUSDALE, LAUREN NICOLEFINANCIAL OPERATIONS PRINCIPAL5622407

Disclosures

Regulatory Event2
Civil Event1
Arbitration3

Red Flags

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Company Information

ARETE WEALTH MANAGEMENT, LLC

CRD#: 44856New York, NY 10004

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