Olivia G. Croft

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

• 09/2017 → Present
  Fidelity Brokerage Services Llc
  Covington, KY
• 05/2017 → 09/2017
  Advantage Solutions
  Cincinnati, OH
• 02/2016 → 04/2017
  Performance Lexus Rivercenter
  Covington, KY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-08-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY

Other Businesses

OBA-117584|OrgNmn:Spellbound Bread Co.|Org Addr:Covington,Kentucky,US|OBA Nature:Small micro bakery selling sou|Invst Rel:N|Title:Business owner|Duties:None|StrtDt:|TotHrs/mon:52|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-30
• S63 Uniform Securities Agent State Law Examination
  2018-06-01

Other Names

• Olivia Gayle Lehman
• Olivia Gayle Croft
• Olivia Croft