Olivia Kathryn Grossman
Investment Adviser Representative at Adviceone Advisory Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Olivia Kathryn Grossman is an investment adviser representative with Adviceone Advisory Services, LLC in Glastonbury, CT, where they have been registered since 2024. They have worked in the securities industry since 2013 and were previously registered with Vanguard Advisers, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Connecticut.
Office
Advisors at this office: 11
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Connecticut
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- The Vanguard Group, Inc.Aug 2018 – Jan 2024Malvern, PA
- Adviceone Advisory Services, LLCJan 2024 – no end date reportedGlastonbury, CT
- RandstadMay 2017 – Aug 2017Malvern, PA
- Tuck School of Business at DartmouthAug 2016 – Jun 2018Hanover, NH
- Securities Service NetworkSep 2012 – Jul 2018Glastonbury, CT
- AdviceOne LLCJun 2008 – Jul 2018Glastonbury, CT
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Adviceone Advisory Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $25,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 14
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Glastonbury, CT
- SEC file number:
- 801-62125
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 17, 2026
View full firm profileOther advisors at Adviceone Advisory Services, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Olivia Kathryn Grossman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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