Samuel Olesky, financial advisor Mill Valley CA

Samuel Olesky

CRD Number: 1924112
Current Firm: Olesky Capital Management, LLC

Samuel Olesky (CRD# 1924112) is an Investment Advisor Representative working at Olesky Capital Management, LLC in Mill Valley, CA and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
University Of California, Berkeley Berkeley, CA Aug 2003 - Current 20
Olesky Capital Management, LLC Mill Valley, CA Jul 1998 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1989
S65 NASAA Investment Advisors Law Examination Aug 1998
Contact Info for Samuel J. Olesky
Phone Number: 415-388-5701
Registered State(s):
  • CA
  • TX
Current Firm Details
Olesky Capital Management, LLC
Firm's CRD Number: 111627
By the Numbers
  • Total Assets Under Management
    50
    MILLIONS
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $626,923
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, TX

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