Olivia Huckabay

Employer firm

Sagespring Wealth Partners CRD 283515

$8.49B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2012 → 05/2024
  Lipscomb University & St. Andrews Episcopal School
  Nashville, TN
• 01/2023 → 04/2023
  Fmc Cpa's. Pllc
  Nashville, TN
• 06/2023 → 08/2023
  Ernst & Young
  Nashville, TN
• 04/2024 → 03/2026
  Newedge Wealth
  Stamford, CT
• 04/2024 → 03/2026
  Newedge Securites Llc
  Pittsburgh, PA
• 02/2020 → 08/2021
  Reunion Golf And Country Club
  Madison, MS
• 08/2021 → 10/2022
  Faherty
  Nashville, TN
• 04/2022 → 12/2022
  Bourbon Steak
  Nashville, TN
• 02/2024 → 04/2024
  Restoration Hardware
  Nashville, TN
• 03/2026 → Present
  Sagespring Wealth Partners Llc
  Franklin, TN

Previous Registrations

• 2025-08-21 → 2026-03-23
  New Edge Wealth
  Franklin, TN
  Stamford, CT

Exams

• S66 Uniform Combined State Law Examination
  2025-08-18