Olympia K. Wheeler

STRATEGIC ADVISERS LLC

ACTON, MA

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CRD#: 2639102

Professional summary

Olympia Kazan Wheeler, who also goes by Olympia Kazan, Olympia Kazan Wheeler, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Acton, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Littleton, Massachusetts.

Olympia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Olympia has worked at 9 firms and has passed the Series 65, Series 63, Series 79TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Olympia Kazan | Olympia Kazan Wheeler

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

DURABLE POA FOR STAVROULA KAZAN POSITION: POA NATURE: POA INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 02/15/2018 ADDRESS: 5 Flintlock Drive, Acton MA 01720, United States DESCRIPTION: My mother speaks limited English.I have her POA in order to speak on her behalf.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Olympia Kazan Wheeler's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 820 Constitution Avenue, Littleton, MA 01460

RIA

CRD#: 104555

ACTON, MA

Current

June 13, 2023 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 820 Constitution Ave, Littleton, MA 01460

CRD#: 7784

Littleton, MA

Past

July 18, 2023 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

LITTLETON, MA

Past

December 7, 2021 - May 11, 2023

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

WESTON, MA

Past

November 19, 2021 - May 11, 2023

CITIZENS SECURITIES, INC.

CRD#: 39550

WESTON, MA

Past

November 15, 2017 - November 12, 2021

PRUCO SECURITIES, LLC.

CRD#: 5685

MARLBOROUGH, MA

Past

May 1, 2012 - March 7, 2017

MFS FUND DISTRIBUTORS, INC.

CRD#: 31052

BOSTON, MA

Past

November 1, 1996 - April 5, 2012

EATON VANCE DISTRIBUTORS, INC.

CRD#: 37731

BOSTON, MA

Past

May 20, 1996 - November 1, 1996

EATON VANCE DISTRIBUTORS, INC.

CRD#: 8039

BOSTON, MA

Past

July 17, 1995 - June 17, 1996

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(11/14/2025)

Colorado
(3/1/2024)

Florida
(11/7/2023)

Georgia
(1/4/2025)

Maine
(7/19/2024)

Massachusetts
(6/13/2023)

IAR

Massachusetts
(3/31/2025)

New Hampshire
(11/7/2023)

North Carolina
(11/14/2025)

Pennsylvania
(11/14/2025)

Rhode Island
(11/14/2025)

IAR

Texas
(3/31/2025)

Vermont
(3/1/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/6/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/28/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/8/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/14/1995

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Olympia K. Wheeler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Olympia Kazan Wheeler's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

PRUCO SECURITIES, LLC.

MFS FUND DISTRIBUTORS, INC.

EATON VANCE DISTRIBUTORS, INC.

EATON VANCE DISTRIBUTORS, INC.

LPL FINANCIAL LLC

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/6/2021

Series 63

Date: 7/28/1995

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 11/8/1995

Series 6

Date: 7/14/1995

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

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