Olivia Jane Brownell
Investment adviser representative at Strategic Advisers LLC
20 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2022 to now
- Bucket's Performance CenterOct 2021 to May 2022
- Trinity Health - Albany Memorial CampusOct 2021 to May 2022
- Office of the New York State ComptrollerJun 2020 to Aug 2020
- University At AlbanyJan 2020 to May 2022
- Colby-sawyer Facilities DepartmentOct 2019 to Dec 2019
- Colby-sawyer CollegeAug 2019 to Dec 2019
- Benson's Dairy BarMay 2018 to May 2022
- Benson's RestaurantOct 2017 to Sep 2019
- Hoosick Falls Central SchoolSep 2017 to Jun 2019
- Otto's Cones Point General StoreJun 2017 to Sep 2017
- Cambridge Central SchoolAug 2006 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 7589115
- Firm CRD
- 104555