Olympian Investment Management, LLC

Olympian Investment Management, LLC (CRD# 151690) is a financial advisory firm headquartered in New York, NY. They manage $9,223,723 in 72 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $128,107
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

FL, NY, OH

Financial Advisors at Olympian Investment Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Steven R. Gerst
CRD#: 5639697
1 East Broward Blvd Suite 700, Fort Lauderdale, FL 33301
93
Wealthminder
score

Steven Gerst (CRD# 5639697) is an Investment Advisor Representative working at Olympian Investment Management, LLC in Fort Lauderdale, FL and has over 7 years of experience in the finance industry.

2
Terrance F. Fowler
CRD#: 6551588
3611 Cloudland Drive, Atlanta, GA 30327
87
Wealthminder
score

Terrance Fowler (CRD# 6551588) is an Investment Advisor Representative working at Olympian Investment Management, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

3
Michael J. Levas
CRD#: 2096890
1 East Broward Blvd Suite 700, Fort Lauderdale, FL 33301
73
Wealthminder
score

Michael Levas (CRD# 2096890) is an Investment Advisor Representative working at Olympian Investment Management, LLC in Fort Lauderdale, FL and has over 24 years of experience in the finance industry.

4
Frank A. Cercone
CRD#: 43838
641 Lexington Avenue, 15th Floor, New York, NY 10022
71
Wealthminder
score

Frank Cercone (CRD# 43838) is an Investment Advisor Representative working at Olympian Investment Management, LLC in New York, NY and has over 34 years of experience in the finance industry.

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