Robert
Tolstykh
Pacific Portfolio Consulting, LLC
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About this Advisor
Robert Tolstykh is a certified financial planner working out of Seattle, Washington, with a total of 2 years of relevant experience. Tolstykh is an employee of Pacific Portfolio Consulting, LLC. During their career, Tolstykh has held roles at Wells Fargo Advisors Financial Network, LLC, Louis Vuitton, Cnl Securities Corp, Newport Group, Ubs Financial Services Inc, Morgan Stanley Private Bank, N.A, Pacific Portfolio Consulting, LLC and Morgan Stanley. Tolstykh holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Alaska, California and Washington. Pacific Portfolio Consulting, LLC is a financial advisory business that has its headquarters in Seattle, WA. The company has offices in two locations and a total of 23 financial advisors. It oversees $4 billion in assets under management among its 535 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 12 charities and foundations. Of its 535 client accounts, 67% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Pacific Portfolio Consulting, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules typically depend on the services offered. However, fees billed by Pacific Portfolio Consulting, LLC likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pacific Portfolio Consulting, LLC Brokerage Details
$4,121,588,642
23
535
$7,703,904
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Robert Tolstykh Work History
Robert has been registered as a financial advisor for 2 years.*
Pacific Portfolio Consulting, LLC
Morgan Stanley Private Bank, N.A
Morgan Stanley
Ubs Financial Services Inc
Newport Group
Cnl Securities Corp
Wells Fargo Advisors Financial Network, LLC
Louis Vuitton
*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 Robert Tolstykh 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 Pacific Portfolio Consulting, LLC
Bellevue, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
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.