Olivia GierlichCRD 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 3 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Bank Of America, N.a.||Burlington, MA||Sep 2014 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Burlington, MA||Jul 2014 - Current||3|
|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|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.