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Olivia Kathryn Grossman

Adviceone Advisory Services, LLC

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About Olivia Kathryn Grossman

Olivia Grossman is a financial professional with over a decade of experience in the financial services industry. Olivia has a strong track record of providing comprehensive financial planning and investment management services to a wide range of clients, including high-net-worth individuals, families, and charitable organizations. Currently, Olivia is an Investment Advisor Representative at AdviceOne Advisory Services, LLC. Prior to joining AdviceOne Advisory Services, LLC, Olivia was an Investment Advisor Representative at Vanguard Marketing Corporation. Olivia holds the Series 66, Series 7, Series 24 and SIE licenses. She is also a CERTIFIED FINANCIAL PLANNER™ professional.

Firm Information

Olivia Grossman is currently registered with Adviceone Advisory Services, LLC. Adviceone Advisory Services, LLC is a registered investment advisor based in Glastonbury, CT. The firm provides financial planning and portfolio management services to individuals and charitable organizations. Adviceone manages approximately $1.37 billion in assets for over 4,200 clients.
Adviceone Advisory Services, LLC

100 WESTERN BOULEVARD

GLASTONBURY, CT 06033

$1.37B

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Olivia Grossman’s Registration & Firm History

CT

03/12/2024 - Present

Adviceone Advisory Services, LLC (GLASTONBURY CT)

PA

12/07/2018 - 01/24/2024

VANGUARD MARKETING CORPORATION (MALVERN PA)

CT

12/13/2012 - 07/31/2018

SECURITIES SERVICE NETWORK, LLC (GLASTONBURY CT)

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Licenses & Designations

BOTH

Issued 04/06/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/02/2020

Series 24 - General Securities Principal Examination

BC

Issued 07/31/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Olivia Kathryn Grossman.
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