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Treva N

Series 66

New York, NY

Retirable

Treva Nostdahl is a Fiduciary Financial Advisor who focuses on helping clients plan for retirement with clarity and confidence. She specializes in retirement income planning and goals-based financial planning, working closely with individuals to build strategies that align with their long-term priorities. Before joining Retirable, Treva worked at Oppenheimer & Co. Inc., where she supported financial advisors and their clients with retirement planning, account management, and ongoing financial guidance. Her experience spans both client-facing work and behind-the-scenes planning, giving her a well-rounded perspective on the financial planning process. Treva holds a B.S. in Business Administration with an emphasis in Finance and a minor in Communication from Regis University in Denver. She is known for her clear, thoughtful approach and her ability to explain complex financial topics in a way that helps clients feel informed and supported as they plan for retirement.

Retirement income strategy Income planning Social Security optimization Retired Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Values-based investing Behavioral coaching / decision support

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.

Active portfolio management Options & derivatives strategies
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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.

Active portfolio management Options & derivatives strategies
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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.

Active portfolio management Options & derivatives strategies
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