Andrew Yurchak
Professional Summary
Andrew Yurchak is a registered financial advisor currently at OCP CAPITAL, LLC located in Wellington, Florida. Andrew is registered as a RR (Registered Representative) and started their career in finance in 2023. Andrew has worked at 1 firm and has passed the Series 63, Series 7TO, Series 82TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
3 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
OCP CAPITAL, LLC | OUNAVARRA CAPITAL PARTNERS | OUNAVARRA CAPITAL LLC
Contact Information
Main Address
12156 Longwood Green Dr, Wellington, FL 33414Mailing Address
12156 Longwood Green Dr, Wellington, FL 33414Phone Number
(917) 656-5997Established
Delaware since 01/11/2007Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (2 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CHIMERA CAPITAL PARTNERS, LLC | MEMBER | — |
| RUDMAN, GEORGE PAUL | PRESIDENT, CCO, FINOP | 2757828 |
Disclosures
Regulatory Event
1Similar Advisors
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MARINER
TRANSAMERICA FINANCIAL ADVISORS, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82TO — Limited Representative-Private Securities Offerings
Passed Apr 2023About the Series 82TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Andrew Yurchak's CRS (Customer Relationship Summary).
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