Best Investors Account Sign in

Olivia Ackerman

Strategic Advisers LLC

Center Valley, PA

Wind Gap, PA

Claim This Profile
Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-04
PA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-02-04
  • PA RA
    APPROVED
    Since 2025-03-31

Branch Locations

2945 Center Valley Pkwy Suite 311, Center Valley, PA 18034-9033 • United States

Wind Gap, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cuny Hunter College New York NY 08/2019 06/2023
Ushealth Advisors Quakertown PA 01/2024 04/2024
Unemployed Brooklyn NY 08/2018 08/2019
City Growers Brooklyn NY 05/2018 08/2018
Fidelity Investments Center Valley PA 04/2024 Present
Chipotle Mexican Grill New York NY 07/2020 05/2021
Unemployed Brooklyn NY 03/2014 05/2018
Juice Press Llc Brooklyn NY 05/2022 01/2024
Fidelity Investments Boston MA 03/2025 Present
  • 08/2019 → 06/2023
    Cuny Hunter College
    New York, NY
  • 01/2024 → 04/2024
    Ushealth Advisors
    Quakertown, PA
  • 08/2018 → 08/2019
    Unemployed
    Brooklyn, NY
  • 05/2018 → 08/2018
    City Growers
    Brooklyn, NY
  • 04/2024 → Present
    Fidelity Investments
    Center Valley, PA
  • 07/2020 → 05/2021
    Chipotle Mexican Grill
    New York, NY
  • 03/2014 → 05/2018
    Unemployed
    Brooklyn, NY
  • 05/2022 → 01/2024
    Juice Press Llc
    Brooklyn, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Center Valley, PA
    Bath, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-21
  • S66 Uniform Combined State Law Examination
    2024-08-21
Other Names
  • Olivia Ackerman
  • Olivia Gali Ackerman

View on SEC IAPD

Other Firms

ARGYLE CAPITAL MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
HAMEL ASSOCIATES,INC.
BRIGHTSIDE WEALTH PLANNING, LLC
100 PLUS PLANNING

Other Investors

PETER KINSLEY MILLER
Dawn Elizabeth Marx
JOHN PETER BANKS
ROBERT W MEUSER
THOMAS JAMES BRADSHAW
BRIAN JOSEPH DUELFER
DEBORAH KLATZ ROUNICK
JOHN DOMINIC DONOFRIO

Other Offices

ARGYLE CAPITAL MANAGEMENT, LLC · CENTER VALLEY, PA
AMERIPRISE FINANCIAL SERVICES, LLC · Center Valley, PA
MML INVESTORS SERVICES, LLC · Center Valley, PA
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CENTER VALLEY, PA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · CENTER VALLEY, PA
ARGYLE CAPITAL MANAGEMENT, LLC · Center Valley, PA
HAMEL ASSOCIATES,INC. · CENTER VALLEY, PA
BRIGHTSIDE WEALTH PLANNING, LLC · CENTER VALLEY, PA

More in Center Valley, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor