Olivia Loretta Manolio
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2025 to now
- UnemployedSep 2024 to Jan 2025
- Trattoria RomanaJul 2024 to Sep 2024
- Alicante Restaurant and LoungeApr 2024 to Jul 2024
- Marchetti's RestaurantJul 2023 to Mar 2024
- Dunkin' DonutsApr 2021 to Aug 2021
- Gia Ristorante ItalianoJun 2020 to Jul 2023
- Dunkin' Donuts / Maple Donuts' IncJan 2019 to Jun 2020
- Weefolk Learning Center/ Metrowest Worship CenterJun 2018 to Jan 2019
- Bellingham High SchoolSep 2015 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 8036263
- Firm CRD
- 7691