KB
CFP
KB
CFP

Konstantin Bystritsky

19 Years of Experience
St. Petersburg, FL

Konstantin Bystritsky is a CFP-designated registered investment advisor at Corient, based in St. Petersburg, FL, with 19 years of industry experience. Konstantin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 25,061 clients with $140B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
553 advisors
Number of Clients
25,061 clients
Average Client Portfolio
$5.7M average
Assets Under Management
$143.6B

Fee Structure

Corient's investment advisory fee varies based on the services provided and other considerations, but typically ranges up to 1.00% per year of the assets they manage. The fee is billed quarterly in advance, based on the value of your account on the last day of the prior quarter. If you start mid-quarter, the fee is prorated and included in the next quarter's billing. If you end the agreement mid-quarter, you'll receive a prorated refund for the remaining portion of the quarter.

Loading...

Location

100 Second Avenue South, Suite 701-S, St. Petersburg, FL, 33701

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Corient
March 2023 - Present · 3 yrs 4 mos
Previous Registrations
Ci Doyle Private Wealth, LLC
April 2019 - March 2023 · 3 yrs 11 mos
Fidelity Personal and Workplace Advisors
July 2018 - March 2019 · 8 mos
Strategic Advisers LLC
December 2008 - July 2018 · 9 yrs 7 mos
Fidelity Brokerage Services LLCBroker
February 2008 - February 2019 · 11 yrs
National Financial Services LLCBroker
April 2007 - December 2007 · 8 mos
Fidelity Brokerage Services LLCBroker
March 2006 - December 2006 · 9 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.