AUMdb
OA

Olivia Anne Otoole

CRD 6515783

Firms

FirmRoleAs of
Bsw Wealth Partners, Inc., A Public Benefit Corporation Registered representative 07/20/2026
Sequoia Financial Advisors, L.L.C. Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗