Olivia Mcdermott
Investment adviser representative at Truist Advisory Services, Inc.
12 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Truist Advisory Services, Inc.Nov 2024 to now
- Truist Investmen T Services, IncApr 2023 to now
- Bailimore County Public SchoolAug 2019 to Apr 2023
- UnemployedJun 2019 to Aug 2019
- University of MarylandAug 2018 to May 2019
- Mcdonogh Summer ProgramsJun 2017 to Aug 2018
- University MarylandAug 2016 to Jun 2017
- Sonic Drive InMar 2014 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MD).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 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
- 7763966
- Firm CRD
- 283390