Olivia Ackerman

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

• 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

• S66 Uniform Combined State Law Examination
  2024-08-21

Other Names

• Olivia Ackerman
• Olivia Gali Ackerman