Jacob
Oleshansky

Radix Organization, Inc

CRD#7433299
Investment Advisor
in New York, NY

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About this Advisor

Jacob Oleshansky is a financial advisor operating out of New York, New York who has 2 years of relevant experience. Oleshansky is an employee of Radix Organization, Inc. During their career, the advisor has held roles at Radix Organization, Inc, Nur Restaurant, Breads Bakery and Brandeis University Undergraduate. Oleshansky has a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in New York. Radix Organization, Inc is an advisory firm that has its headquarters in New York, NY. It manages $132 million in total assets between its 169 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 169 accounts, 100% belong to high-net-worth investors who have greater than $1 million in assets. Radix Organization, Inc performs a few services, including portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors largely are based on which services the firm provides the client. Fees billed by Radix Organization, Inc can be comprised of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

501 E 79Th Street #19A
New York, NY 10075

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Radix Organization, Inc Brokerage Details

Total Assets Under Management

$132,012,385

NY Average: $7,464,549,021
Total Number of Employees

4

NY Average: 88
Total Number of Accounts

169

NY Average: 3,892
Average Account Size

$781,138

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Jacob Oleshansky Work History

Jacob has been registered as a financial advisor for 2 years.*

2018 - Present (6 years)

Radix Organization, Inc

2017 - 2018 (1 year)

Nur Restaurant

2016 - 2017 (1 year)

Breads Bakery

2012 - 2016 (4 years)

Brandeis University Undergraduate

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jacob Oleshansky to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Radix Organization, Inc

Jacob Oleshansky
New York, NY
John Kelly
New York, NY
Linda Mccurdy
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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