Olivetti Capital Management, LLC

Olivetti Capital Management, LLC (CRD# 123825) is a financial advisory firm headquartered in Wellesley, MA. They manage $15,000,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $750,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Olivetti Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jerry D. Olivetti
CRD#: 1707766
Wellesley, MA
93
Wealthminder
score

Jerry Olivetti (CRD# 1707766) is an Investment Advisor Representative working at Olivetti Capital Management, LLC in Wellesley, MA and has over 26 years of experience in the finance industry.

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