Olivia Grace Farrugia

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 → 11/2023
  88Th Ninth Avenue Hospitality / Catch Steak
  New York, NY
• 08/2021 → 11/2021
  Pergola 36 Llc
  New York, NY
• 10/2019 → 03/2020
  Little West 12Th Llc / Stk
  New York, NY
• 05/2019 → 08/2019
  D&D Time Warner Llc/ Bluebird London
  New York, NY
• 06/2018 → 03/2020
  Great Performances / Jazz At Lincoln Center
  New York, NY
• 07/2017 → 05/2018
  G V S Bakery Inc / Martha'S Bakery
  Astoria, NY
• 06/2017 → 05/2018
  New York Language Center
  Queens, NY
• 09/2016 → 05/2017
  Nalcap Spanish Ministry Of Education
  New York, NY
• 11/2023 → Present
  Fidelity Investments
  New York, NY
• 03/2020 → 06/2020
  Unemployed
  New York, NY
• 06/2020 → 04/2021
  Little West 12Th Llc / Stk
  New York, NY
• 01/2018 → 12/2018
  Longwood University
  Farmville, VA
• 03/2016 → 09/2016
  Unemployed
  New York, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-03-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-03-08

Other Names

• Olivia Grace Solberg