Monica Ollivierre, financial advisor Arlington VA

Monica Ollivierre

CRD Number: 4036059
Current Firm: Homestead Advisers Corp.

Monica Ollivierre (CRD# 4036059) is an Investment Advisor Representative working at Homestead Advisers Corp. in Arlington, VA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Re Advisers Corporation Arlington, VA May 2017 - Current 6
Nreca Arlington, VA May 2017 - Current 6
Re Investment Corporation Arlington, VA Jul 1999 - Current 24
Nreca Arlington, VA Sep 2015 - May 2017 1
Re Advisers Corporation Arlington, VA Sep 2015 - May 2017 1
Nreca Arlington, VA Aug 2014 - Sep 2015 1
Re Advisers Corporation Arlington, VA Aug 2014 - Sep 2015 1
Nreca Arlington, VA Feb 2005 - Aug 2014 9
Re Advisers Corporation Arlington, VA Feb 2005 - Aug 2014 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2000
S65 NASAA Investment Advisors Law Examination Sep 2002
Contact Info for Monica L. Ollivierre
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    6,965
    MILLIONS
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $331,662,421
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

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

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