Yevgeniy Yakovlevi Oktyabrskiy
Investment adviser representative at Goodstein Wealth Management LLC
10 yearsExperience
1 stateRegistered in
$114.2MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Goodstein Wealth Management, LLCJul 2024 to now
- ExponentAug 2023 to now
- The Mosaic CompanyMar 2021 to Jul 2024
- SynologyJun 2020 to Mar 2021
- UnemployedMar 2020 to Jun 2020
- Network Consulting GroupAug 2019 to Mar 2020
- Pacific Rim CapitalJun 2018 to Jul 2019
- TrumpiaFeb 2018 to May 2018
- UnemployedAug 2017 to Feb 2018
- Pandadoc Inc.Sep 2016 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (WA).
Goodstein Wealth Management LLC
$114.2MAssets managed
101Clients
2Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7962861
- Firm CRD
- 282910