Oleksa Gerlak is a CFA-designated registered investment advisor, based in Bethesda, MD, with 15 years of industry experience. Oleksa is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Bethesda, MD
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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
Cnr Securities, LLC
October 2022 - Present · 4 yrs
RBC Rochdale, LLC
October 2022 - Present · 4 yrs
Cnr Securities, LLCBroker
October 2022 - Present · 4 yrs
Previous Registrations
Profunds Distributors, INC.Broker
September 2015 - October 2022 · 7 yrs 1 mo
J.P. Morgan Securities LLCBroker
March 2013 - August 2015 · 2 yrs 5 mos
Vanguard Marketing CorporationBroker
August 2011 - March 2013 · 1 yr 7 mos
State Registrations7 states
DCKYMDNYTXVAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.
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