Ariana Ivelisses Olive

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2018 → 07/2021
  Bbva Securities Inc
  Miami, FL
• 07/2018 → 07/2021
  Bbva Compass Insurance Agency
  Austin, TX
• 07/2018 → 07/2021
  Compass Bank
  Birmingham, AL
• 01/2016 → 07/2018
  Northwestern Mutual Investment Services Llc
  Miami, FL
• 02/2019 → 07/2021
  Bbva Wealth Solutions, Inc.
  Miami, FL
• 12/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Beverly Hills, CA
• 07/2021 → 08/2021
  Pnc Managed Account Solutions, Inc
  Miami, FL
• 08/2021 → 12/2022
  Homemaker
  Los Angeles, CA
• 03/2023 → Present
  Bank Of America, N.A.
  Beverly Hills, CA

Previous Registrations

• 2019-03-08 → 2021-08-26
  Pnc Managed Account Solutions, Inc.
  Miami, FL

Other Businesses

Compass Bank / YES / 15 South 20th Street, Birmingham, Alabama 35233 / 07/09/2018 / 160 / 160 / Compass Bank is an affiliate of BBVA Securities Inc. and the firm conducts securities activities on bank premises pursuant to a networking arrangement. Representative is also an employee of firm's affiliate bank and is authorized to offer products of and perform services for the bank. / Commercial Bank / Employee / Base salary, benefits, and/or incentive compensation paid through affiliate bank. / Varies based upon salary and/or incentive compensation received under compensation plan established by the firm and the affiliate bank. / Insurance license / No / No /// BBVA Compass Insurance Agency Inc.. / Yes / 5800 N. Mopac Expy, Austin, Texas 78731 / 07/09/2018 / 80 / 80 / Sales of insurance products through affiliated insurance agency / Bank affiliated insurance agency selling insurance and annuity products to bank and brokerage clients / Agent / Commission / Based upon production / Insurance license / No / No

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-02-13
• S63 Uniform Securities Agent State Law Examination
  2016-04-27

Other Names

• Ariana Ivelisses Olive
• Ari Olive
• Ariana I Olive
• Ariana Ivelisses Olive
• Ari Olive
• Ariana Olive