Olivia Grabowski

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 05/2018 → 06/2019
  Foresters Financial Services
  Iselin, NJ
• 09/2014 → 05/2018
  Rutgers University
  New Brunswick, NJ
• 02/2019 → 06/2019
  Foresters Advisory Services
  Iselin, NJ
• 02/2019 → 05/2021
  Beta Tau Housing Corp.
  New Brunswick, NJ
• 06/2019 → 11/2021
  Cetera Investment Services Llc
  Saint Cloud, MN
• 06/2019 → 11/2021
  Cetera Investment Advisers Llc
  Iselin, NJ
• 11/2021 → Present
  Lpl Financial, Llc
  Iselin, NJ

Previous Registrations

• 2019-06-24 → 2021-11-09
  Cetera Investment Advisers Llc
  Iselin, NJ
• 2019-03-22 → 2019-06-21
  Foresters Advisory Services, Llc
  Iselin, NJ

Other Businesses

1. 11/9/2021 - Align Wealth Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 11/9/2021 - Balmville Wealth Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 11/9/2021 - Align Wealth Management Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).

Exams

• S66 Uniform Combined State Law Examination
  2019-01-25