Robert Tolstykh

Robert Tolstykh: Email & Phone Number

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Senior Wealth Advisor at Mariner|Bellevue, Washington, United States

Position:

Senior Wealth Advisor at Mariner

Location:

Bellevue, Washington, United States

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Last updated: 2025-01-04
Updated: 2025-01-04

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Work Experience 13 years

Senior Wealth Advisor at Mariner

Dec 2024 - Current

Wealth Advisor at Pacific Portfolio Consulting, LLC

Jul 2021 - Dec 2024

Wealth Advisor Associate at Morgan Stanley

Jul 2019 - Jul 2021

Wealth Planning Analyst at UBS

Mar 2017 - Jul 2019

Executive Compensation Consultant at Newport

Apr 2016 - Mar 2017

Internal Wholesaler at CNL Securities

Jun 2015 - Apr 2016

Associate at Unionview Wealth Partners

Sep 2013 - Jun 2015

Robert Tolstykh started working in 2013, then the employee has changed 6 companies and 6 jobs. On average, Robert Tolstykh works for one company for 1 year 10 months.

Their professional focus is First Generation Wealth, Holistic Financial Planning, and Investment Management across 3 core areas.

Education

University of Washington

Yale School of Management

Skills

Share-Based Compensation, Investment Management, First Generation Wealth, Holistic Financial Planning

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