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Yevgeniy Yakovlevi Oktyabrskiy

Investment Adviser Representative at Goodstein Wealth Management LLC

Encino, CACRD #7962861Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Yevgeniy Yakovlevi Oktyabrskiy is an investment adviser representative with Goodstein Wealth Management LLC in Encino, CA, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Washington.

Office

15760 Ventura Blvd., Suite 1520
Encino, CA 91436

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/20/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Goodstein Wealth Management LLCCurrent
7/25/2024 – Encino, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Goodstein Wealth Management, LLC
    Jul 2024 – no end date reportedEncino, CA
  2. Exponent
    Aug 2023 – no end date reportedBellevue, WA
  3. The Mosaic Company
    Mar 2021 – Jul 2024Renton, WA
  4. Synology
    Jun 2020 – Mar 2021Bellevue, WA
  5. Unemployed
    Mar 2020 – Jun 2020Laguna Hills, CA
  6. Network Consulting Group
    Aug 2019 – Mar 2020Tustin, CA
  7. Pacific Rim Capital
    Jun 2018 – Jul 2019Irvine, CA
  8. Trumpia
    Feb 2018 – May 2018Anaheim, CA
  9. Unemployed
    Aug 2017 – Feb 2018Costa Mesa, CA
  10. PandaDoc Inc.
    Sep 2016 – Aug 2017San Francisco, CA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Goodstein Wealth Management LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension Consulting

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
2
Offices listed on AdvisorFinder:
1
Main office:
Encino, CA
SEC file number:
801-127449

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 16, 2026

View full firm profile

Other advisors at Goodstein Wealth Management LLC

1 other advisor in the directory

View Goodstein Wealth Management LLC firm profile

Similar advisors in Encino, CA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Yevgeniy Yakovlevi Oktyabrskiy has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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