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Olga Leka Raykhelson

Farther

New York, NY

San Francisco, CA

CRD 1995046

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Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Farther

345 California Street Suite 600, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-06-11
  • NY RA
    APPROVED
    Since 2024-06-11

Branch Locations

New York, NY • United States

345 California Street Suite 600, San Francisco, CA 94104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Life Focus New York NY 01/1998 Present
Farther Finance Advisors New York NY 06/2024 Present
  • 01/1998 → Present
    Financial Life Focus
    New York, NY
  • 06/2024 → Present
    Farther Finance Advisors
    New York, NY
Previous Registrations
  • 2010-06-30 → 2024-08-07
    Financial Life Focus, Llc
    Philadelphia, PA
    New York, NY
  • 2002-06-21 → 2010-06-30
    Securian Financial Services, Inc.
    Livingston, NJ
    Livingston, NJ
Other Businesses

MS. RAYKHELSON IS A LICENSED REAL ESTATE AGENT FOR THE CORCORAN GROUP, BASED IN NEW YORK. MS. RAYKHELSON SPENDS LESS THAN 10% OF HER TIME DURING BUSINESS HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-06-21
S63 Uniform Securities Agent State Law Examination 1997-05-27
  • S65 Uniform Investment Adviser Law Examination
    2010-06-21
  • S63 Uniform Securities Agent State Law Examination
    1997-05-27
Designations
  • Certified Financial Planner
Other Names
  • Olga Vinitsky
  • Olga Raykhelson

View on SEC IAPD

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