Nancy Olzack, financial advisor Anchorage AK
93 score

Nancy Olzack

CRD Number: 3026378
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Nancy Olzack (CRD# 3026378) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Anchorage, AK and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Anchorage, AK Nov 2009 - Current 7
Morgan Stanley Smith Barney Anchorage, AK Jun 2009 - Nov 2009 < 1
Citigroup Global Markets Inc. Anchorage, AK Feb 1998 - Jun 2009 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S65 NASAA Investment Advisors Law Examination Sep 2009
Contact Info for Nancy P. Olzack
Phone Number: 800-637-7455
Registered State(s):
  • AK
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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