Olivia Clay Tucker
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered 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.Apr 2025 to now
- Full Time EducationAug 2023 to now
- Old Trail Golf ClubMay 2024 to Aug 2024
- Harvest Moon CateringMay 2023 to May 2024
- TjmaxxJul 2022 to Sep 2022
- Chiles Peach OrchardMay 2021 to Oct 2021
- Full Time EducationAug 2019 to Jun 2023
- Full Time EducationAug 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 8072291
- Firm CRD
- 5393