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Steven Olasky

Pickwick Capital Partners, LLC

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About Steven Olasky

Steven Olasky is a financial professional with over 30 years of experience in the industry. Steven is currently registered with Pickwick Capital Partners, LLC and is also licensed in Massachusetts and New York. Prior to joining Pickwick Capital Partners, LLC, Steven worked for several firms including Newcomb and Company, Gulf South Securities, Inc, Sentinel Financial Services Company, Cote & Stewart, Ltd., and Fourdee Planning Corporation. Steven holds a variety of licenses and designations including Series 3, 7, 22, 24, 27, 63, 79TO, 99TO and SIE.

Firm Information

Steven Olasky is currently registered with Pickwick Capital Partners, LLC. Pickwick Capital Partners, LLC is a Limited Liability Company formed in August 2007. The firm is registered with the SEC and 43 states.

Not reported

Assets Under Management

Not reported

Total Clients

107

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.

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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Steven Olasky’s Registration & Firm History

NY

03/27/2017 - Present

Pickwick Capital Partners, LLC (WHITE PLAINS NY)

NH

10/10/2002 - 03/17/2015

NEWCOMB AND COMPANY (HAMPTON FALLS NH)

LA

12/15/2011 - 10/11/2012

GULF SOUTH SECURITIES, INC (NEW ORLEANS LA)

NH

04/30/1998 - 01/17/2002

NEWCOMB AND COMPANY (HAMPTON FALLS NH)

VT

04/06/1995 - 04/03/1996

SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)

NH

12/12/1986 - 12/19/1995

NEWCOMB AND COMPANY (HAMPTON FALLS NH)

NA

06/12/1985 - 09/24/1986

COTE & STEWART, LTD.

NA

04/04/1985 - 06/20/1985

FOURDEE PLANNING CORPORATION

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Licenses & Designations

BC

Issued 05/16/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2013

Series 3 - National Commodity Futures Examination

BC

Issued 02/16/1985

Series 7 - General Securities Representative Examination

BC

Issued 09/25/1984

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Olasky.
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