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Oleg Tsybulskiy

Osaic Institutions, Inc.

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About Oleg Tsybulskiy

Oleg Tsybulskiy is a financial advisor with Osaic Institutions, Inc. Oleg has over 18 years of experience in the financial services industry. Oleg is registered to provide investment advice and securities products in New York. Oleg has also held positions at Park Avenue Securities LLC, Allstate Financial Services, LLC, Fintegra, LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp, HSBC Securities (USA) Inc., and Metropolitan Life Insurance Company. Oleg holds the Series 63, Series 66, Series 7 and SIE securities licenses. Oleg specializes in providing financial planning, investment advisory, and selection of other advisors services to individuals and corporations.

Firm Information

Oleg Tsybulskiy is currently registered with Osaic Institutions, Inc.. Osaic Institutions, Inc. is a Corporation headquartered in MERIDEN, CT, United States. The firm was formed on 1993-04-07 and is registered with the SEC and in 53 states. Osaic Institutions, Inc. provides financial planning, pension consulting, educational seminars, and other advisory services to a wide range of clients, including individuals, corporations, charitable organizations, and high net worth individuals. The firm manages approximately $3,626,644,800 in assets and has over 1,700 licensed agents, investment adviser representatives, and registered representatives.
Osaic Institutions, Inc.

538 PRESTON AVENUE

MERIDEN, CT 06450-4858

$3.63B

Assets Under Management

25

Total Clients

641

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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solicitation services for other advisers

Solicitation services for other advisers

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Oleg Tsybulskiy’s Registration & Firm History

NY

04/03/2023 - Present

Osaic Institutions, Inc. (Brighton Beach NY)

NY

10/17/2022 - 03/31/2023

PARK AVENUE SECURITIES LLC (BROOKLYN NY)

NY

09/21/2015 - 09/30/2022

ALLSTATE FINANCIAL SERVICES, LLC (BROOKLYN NY)

NY

02/17/2015 - 08/28/2015

FINTEGRA, LLC (Brooklyn NY)

NY

10/01/2012 - 11/24/2014

J.P. MORGAN SECURITIES LLC (BROOKLYN NY)

NY

09/22/2011 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)

NY

10/03/2007 - 09/23/2011

HSBC SECURITIES (USA) INC. (BROOKLYN NY)

NY

10/19/2005 - 07/16/2007

CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)

MA

04/28/2005 - 09/30/2005

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

04/28/2005 - 09/30/2005

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/09/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/10/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/15/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Oleg Tsybulskiy. Review regulatory record here.
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