Olivia Martha Harrison

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 10/2023 → 09/2025
  Sensible Financial Planning And Management, Llc
  Waltham, MA
• 09/2019 → 05/2023
  Unemployed
  Burlington, VT
• 06/2023 → 09/2023
  Unemployed
  Saint Albans, VT
• 06/2022 → 09/2022
  Bramble
  Essex Junction, VT
• 09/2013 → 08/2019
  Unemployed
  Saint Albans, VT
• 10/2025 → Present
  Beacon Pointe Advisors, Llc
  Waltham, MA

Previous Registrations

• 2024-10-04 → 2025-10-28
  Sensible Financial Planning And Management, Llc
  Waltham, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-27

Other Names

• Olivia Harrison