Olivia Marie Smith
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
2 statesRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab & Co., Inc.Jul 2023 to now
- Charles Schwab Bank, SsbApr 2023 to now
- ProabitionMar 2022 to Apr 2023
- Downtown ExperimentOct 2020 to Apr 2023
- Sushi StationDec 2019 to Jan 2020
- RomanosJun 2019 to Aug 2019
- Lem N ManApr 2018 to Apr 2018
- IslandsDec 2016 to Nov 2020
- K&nDec 2016 to Dec 2016
- StudentAug 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7718917
- Firm CRD
- 5393