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3 advisors near New York, NY
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Jacob O
Series 65
New York, NY
Radix Organization, Inc.
Jacob Oleshansky is a financial advisor at Radix Organization, Inc. in New York, NY, holding a Series 65 designation with four years of industry experience. Prior to his advisory role, he worked in the restaurant industry at Nur Restaurant and Breads Bakery. Radix Organization, Inc. provides bespoke portfolio management and consulting services to individuals and high-net-worth clients, managing approximately $184 million across 69 client relationships with a three-advisor team. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios and utilizes strategies including margin transactions and option writing.
John K
Series 63
New York, NY
Radix Organization, Inc.
John Kelly is a financial advisor at Radix Organization, Inc. with four years of industry experience. He holds a Series 63 designation and has been with Radix since 2014. The firm provides bespoke portfolio management and consulting services to individuals and high-net-worth clients, managing approximately $184 million across 69 client relationships with a three-advisor team. Radix tailors portfolios using fundamental, technical, charting, and cyclical analysis, and employs strategies including margin transactions and option writing.
Linda M
Series 63
New York, NY
Radix Organization, Inc.
Linda Mccurdy is a financial advisor with Radix Organization, Inc. in New York, NY. She holds a Series 63 designation and has four years of industry experience. She has been with Radix Organization since 2014. Radix Organization, Inc. provides bespoke portfolio management and consulting services primarily to individuals and high-net-worth clients. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios and employs strategies including margin transactions and option writing.
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3 advisors near New York, NY
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