Brae Adele Beggs

Employer firm

Olio Financial Planning CRD 282355

$601M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 05/2016 → 03/2017
  Fresh Meadow Country Club
  Lake Success, NY
• 03/2017 → 08/2018
  Clearview Park Golf Course
  Bayside, NY
• 08/2018 → 10/2018
  Westco Financial Group
  Lynbrook, NY
• 11/2018 → 02/2019
  Unemployed
  New York, NY
• 02/2019 → 04/2019
  Noor Staffing Group
  New York, NY
• 04/2019 → 01/2024
  Defrate & Paavola, Llc
  New York, NY
• 02/2024 → Present
  Olio Financial Planning, Llc
  Mclean, VA

Previous Registrations

• 2019-05-08 → 2024-02-01
  Vicus Capital, Inc.
  New York, NY

Other Businesses

A Hole In None; not investment-related; work from home; handmade t-shirt patches sold on Etsy & eBay; founder/patch maker/seller; since 8/6/2021; 10 hrs/month; none during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-02-08

Other Names

• Brae Adele Miner