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Anastasia Olegovna Tashlitsky

3 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
435 advisors
Number of Clients
32,200 clients
Average Client Portfolio
$439K average
Assets Under Management
$14.1B

Fee Structure

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Location

100 N Field Drive, Suite 170, Lake Forest, IL, 60045

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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.

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Other Business Activities

Anastasia is a landlord for a rental property since January 2024. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
&partnersBroker
September 2024 - Present · 1 yr 5 mos
&partners
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
July 2023 - September 2024 · 1 yr 2 mos
Wells Fargo Advisors
July 2023 - September 2024 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2022 - July 2023 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2022 - July 2023 · 11 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.