Olivia G. Mcgowan
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Olivia G. Mcgowan? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2022 to now
- Color StreetJun 2019 to now
- Stanley Black and Decker, IncOct 2020 to Mar 2022
- UnemployedAug 2020 to Oct 2020
- Quicken LoansJul 2020 to Aug 2020
- UnemployedMar 2020 to Jul 2020
- City of East LansingSep 2019 to Mar 2020
- UnemployedAug 2019 to Sep 2019
- City of RichmondJun 2019 to Mar 2020
- UnemployedMay 2019 to Jun 2019
- UnemployedAug 2018 to Sep 2018
- Richmond Community SchoolsJul 2018 to Aug 2018
- City of RichmondJun 2018 to Jul 2018
- UnemployedMay 2018 to Jun 2018
- UnemployedAug 2017 to Sep 2017
- City of East LansingJul 2017 to May 2019
- City of RichmondJun 2017 to Aug 2017
- Dicks Sporting GoodsFeb 2017 to Sep 2020
- Michigan State UniversityAug 2016 to Aug 2020
- UnemployedAug 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 7528489
- Firm CRD
- 7691