Olivia Kathryn Grossman
Investment adviser representative at Adviceone Advisory Services, LLC
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Adviceone Advisory Services, LLCJan 2024 to now
- The Vanguard Group, Inc.Aug 2018 to Jan 2024
- RandstadMay 2017 to Aug 2017
- Tuck School of Business At DartmouthAug 2016 to Jun 2018
- Securities Service NetworkSep 2012 to Jul 2018
- Adviceone LLCJun 2008 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (CT).
Adviceone Advisory Services, LLC
$2BAssets managed
1,449Clients
13Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5548510
- Firm CRD
- 111614