Olivia Preston Pearsall

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 05/2013 → 06/2021
  Spanky'S Clam Shack
  Hyannis, MA
• 08/2017 → 05/2021
  College Of Charleston
  Charleston, SC
• 09/2013 → 05/2017
  Barnstable High School
  Hyannis, MA
• 06/2020 → 09/2020
  Fidelity Investments
  Cambridge, MA
• 08/2020 → 05/2021
  Mason Prepatory School
  Charleston, SC
• 01/2020 → 03/2020
  Cea Study Abroad
  Barcelona
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-12-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH

Other Businesses

OBA-131789|OrgNmn:Spanky's Clam Shack|Org Addr:Hyannis,Massachuse,US|OBA Nature:Restuarant |Invst Rel:N|Title:Employee|Duties:Serving food |StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2021-11-30