Olena Ostrovskiy
STRATEGIC ADVISERS LLC | Financial Consultant
ISSAQUAH, WA
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CRD#: 7174496
Professional summary
Olena Ostrovskiy, who also goes by Olena Gritsko, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Issaquah, Washington and FIDELITY BROKERAGE SERVICES LLC located in Tukwila, Washington.
Olena is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Olena has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.
Biography
You, your goals and your Financial Planning are unique and changing over time. I'm here to find the appropriate strategies for you today and identify constantly evolving needs over time. Growing up in Ukraine, living in Israel for 20 years, and ultimately moving to the U.S have stimulated my curiosity and desire to learn. Adaptability and Flexibility are my key skills in helping my clients to build their Financial Future.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Olena Gritsko
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.
CRS (Client Relationship Summary) - RIA
Click below to view Olena Ostrovskiy's 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®
NoneEducation
Netanya Academic College
Bachelor of Arts (BA) - Banking and Finance
2006
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 304 Strander Blvd, Tukwila, WA 98188-2939RIA
CRD#: 104555
ISSAQUAH, WA
Current
April 12, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 304 Strander Blvd., Tukwila, WA 98188BD
CRD#: 7784
Tukwila, WA
Past
April 28, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
TUKWILA, WA
Past
September 20, 2019 - March 12, 2021
SYMETRA SECURITIES, INC.
BD
CRD#: 739
BELLEVUE, WA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
Alaska(4/15/2021)
RR
Arizona(6/4/2021)
RR
California(4/15/2021)
RR
Colorado(3/25/2023)
RR
Florida(7/21/2023)
RR
Georgia(6/4/2021)
RR
Idaho(4/15/2021)
RR
Illinois(1/4/2025)
RR
Kentucky(6/21/2024)
RR
Massachusetts(3/25/2023)
RR
Mississippi(3/2/2024)
RR
Montana(9/29/2023)
RR
New York(1/4/2025)
RR
North Carolina(9/29/2023)
RR
Oregon(4/15/2021)
RR
South Carolina(3/25/2023)
RR
Texas(1/7/2022)
IAR
Texas(3/31/2025)
RR
Utah(10/8/2021)
RR
Washington(4/15/2021)
IAR
Washington(3/31/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/9/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 9/20/2019
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Issaquah, WATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
