Olivia Gierlich, financial advisor Burlington MA
89 score

Olivia Gierlich

CRD Number: 6151808
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Olivia Gierlich (CRD# 6151808) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, MA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Burlington, MA Sep 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Burlington, MA Jul 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Burlington, MA Jun 2013 - Jul 2014 1
Massachusetts Institute Of Technology Cambridge, MA Aug 2009 - Jun 2014 4
Macgregor Dorm Cambridge, MA Jun 2013 - Sep 2013 < 1
First Angel Capital LLC North Stonington, CT Feb 2013 - Jun 2013 < 1
Mit Department Of Brain And Cognitive Sciences Cambridge, MA Feb 2013 - May 2013 < 1
Rwth Aachen University Aachen, May 2012 - Aug 2012 < 1
Baker Dormitory Cambridge, MA Aug 2011 - May 2012 < 1
Bbq Pit Sinking Spring, PA May 2011 - Aug 2011 < 1
Macgregor Dorm Cambridge, MA Aug 2010 - May 2011 < 1
Hollywood Cleaners Sinking Spring, PA May 2010 - Aug 2010 < 1
Macgregor Dorm Cambridge, MA Aug 2009 - May 2010 < 1
Hollywood Cleaners Sinking Spring, PA Jun 2007 - Aug 2009 2
Wilson High School West Lawn, PA Sep 2006 - Jun 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
S63 Uniform Securities State Law Examination Apr 2014
Contact Info for Olivia J. Gierlich
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • 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
89
Clean Record
This advisor has a clean track record with regulators.

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