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Inactive

Robert Tolstykh

Oppenheimer & Co. Inc.

New York, NY

Seattle, WA

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Current Employers
Oppenheimer & Co. Inc.

85 Broad Street 22Nd Floor, New York, NY 10004 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-08-11
WA RA APPROVED 2026-08-11
  • NY RA
    APPROVED
    Since 2026-08-11
  • WA RA
    APPROVED
    Since 2026-08-11

Branch Locations

85 Broad Street 22Nd Floor, New York, NY 10004 • United States

701 Pike Street Suite 2100, Seattle, WA 98101 • 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
Newport Group Lake Mary FL 04/2016 12/2016
Ubs Financial Services Inc. Seattle WA 03/2017 05/2019
Morgan Stanley Seattle WA 07/2019 07/2021
Morgan Stanley Private Bank, N.A New York NY 08/2019 07/2021
Pacific Portfolio Consulting, Llc Seattle WA 07/2021 12/2024
Mariner Wealth Advisors Overland Park KS 12/2024 07/2025
Oppenheimer & Co. Inc. Seattle WA 07/2026 Present
Unemployed Bellevue WA 08/2025 06/2026
  • 04/2016 → 12/2016
    Newport Group
    Lake Mary, FL
  • 03/2017 → 05/2019
    Ubs Financial Services Inc.
    Seattle, WA
  • 07/2019 → 07/2021
    Morgan Stanley
    Seattle, WA
  • 08/2019 → 07/2021
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 07/2021 → 12/2024
    Pacific Portfolio Consulting, Llc
    Seattle, WA
  • 12/2024 → 07/2025
    Mariner Wealth Advisors
    Overland Park, KS
  • 07/2026 → Present
    Oppenheimer & Co. Inc.
    Seattle, WA
  • 08/2025 → 06/2026
    Unemployed
    Bellevue , WA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-08
  • S66 Uniform Combined State Law Examination
    2014-12-08
Other Names
  • Robert Tolstykh
  • Robert Nikolayevich Tolstykh

View on SEC IAPD

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