Zachary Oleinik, financial advisor San Diego CA
89 score

Zachary Oleinik

CRD Number: 6187126
Current Firm: Navy Federal Asset Management, LLC

Zachary Oleinik (CRD# 6187126) is an Investment Advisor Representative working at Navy Federal Asset Management, LLC in San Diego, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Navy Federal Brokeage Services, LLC San Diego, CA Feb 2016 - Current < 1
Navy Federal Financial Group, LLC San Diego, CA Feb 2016 - Current < 1
Bank Of America, N.a. Rancho Santa Fe, CA Oct 2014 - Dec 2015 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Rancho Santa Fe, CA May 2014 - Dec 2015 1
Axa Advisors, LLC San Diego, CA Aug 2013 - May 2014 < 1
Unemployed San Diego, CA Aug 2013 - Aug 2013 < 1
The Retirement Group, LLC San Diego, CA Oct 2012 - Aug 2013 < 1
Grossmont Unified School District San Diego, CA Jan 2012 - Jun 2013 1
Uc Santa Cruz Santa Cruz, CA Sep 2008 - Jun 2013 4
University Of California Santa Cruz Santa Cruz, CA Sep 2008 - Sep 2012 4
Gilbert's Firefish Restaurant Santa Cruz, CA Jun 2011 - Sep 2011 < 1
La Jolla High School San Diego, CA Sep 2004 - Aug 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Zachary W. Oleinik
Phone Number: 877-221-8108
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    159
    MILLIONS
  • Total Number of Accounts
    1,117
    ACCOUNTS
  • Average Account Value
    $142,057
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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