OB
Olivia T. Bakunas
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST
Green Village, NJ
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CRD#: 4219219
OB
Professional summary
Olivia Turek Bakunas, who also goes by Olivia B Turek, Olivia Besser Turek, is a registered financial advisor currently at MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST located in Green Village, New Jersey and DELAWARE DISTRIBUTORS, L.P. located in Philadelphia, Pennsylvania.
Olivia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Olivia has worked at 9 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Olivia B Turek | Olivia Besser Turek
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.
Name: Green Village Services Trucking and transport logistics Position: Co-owner Nature: Trucking and transport logistics Investment Related: No Hours: No hours currently Securities Trading Hours: 0 Start Date: 1/29/2021 Address: Home Address, Green Village, NJ 07935 Description: Oversee the business to ensure that it is operating at optimal efficiency.
CRS (Client Relationship Summary) - RIA
Click below to view Olivia Turek Bakunas's 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®
NoneExperience
Current
January 13, 2022 - Present
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST
Office #2: 610 Market Street, Philadelphia, PA 19106RIA
CRD#: 105390
Green Village, NJ
Current
January 13, 2022 - Present
DELAWARE DISTRIBUTORS, L.P.
Office #1: 610 Market St 100 Independence, Philadelphia, PA 19106BD
CRD#: 14232
Philadelphia, PA
Past
June 24, 2015 - December 16, 2021
NUVEEN ASSET MANAGEMENT, LLC
RIA
CRD#: 155584
CHICAGO, IL
Past
April 14, 2015 - December 16, 2021
NUVEEN SECURITIES, LLC
BD
CRD#: 469
CHICAGO, IL
Past
September 3, 2013 - March 24, 2015
TEACHERS PERSONAL INVESTORS SERVICES, INC.
BD
CRD#: 36130
NEW YORK, NY
Past
August 15, 2011 - August 5, 2013
FEF DISTRIBUTORS, LLC
BD
CRD#: 46585
NEW YORK, NY
Past
April 11, 2008 - August 12, 2011
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC
BD
CRD#: 18353
NEWARK, NJ
Past
April 2, 2007 - March 26, 2008
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
PURCHASE, NY
Past
October 27, 2005 - April 2, 2007
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
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".
MI
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST
CPG FUND ADVISERS | VANTAGE INVESTMENT ADVISERS | MACQUARIE PRIVATE FUND ADVISERS | MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST | MACQUARIE INVESTMENT MANAGEMENT ADVISERS | MACQUARIE ASSET ADVISERS | MACQUARIE ALTERNATIVE STRATEGIES | DELAWARE MANAGEMENT COMPANY | DELAWARE MANAGEMENT BUSINESS TRUST | DELAWARE LINCOLN INVESTMENT ADVISERS | DELAWARE LINCOLN CASH MANAGEMENT | DELAWARE INVESTMENTS FUND ADVISERS | DELAWARE CAPITAL MANAGEMENT
CRD#: 105390 / SEC#: 801-32108
RIA
Registered Investment Advisory firm - (5/31/1988 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.RR
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
RR
Alabama(1/13/2022)
RR
Alaska(1/13/2022)
RR
Arizona(1/13/2022)
RR
Arkansas(1/13/2022)
RR
California(1/13/2022)
RR
Colorado(1/13/2022)
RR
Connecticut(1/13/2022)
RR
Delaware(1/13/2022)
RR
District of Columbia(1/13/2022)
RR
Florida(1/13/2022)
RR
Georgia(1/13/2022)
RR
Hawaii(1/13/2022)
RR
Idaho(1/13/2022)
RR
Illinois(1/13/2022)
RR
Indiana(1/13/2022)
RR
Iowa(1/13/2022)
RR
Kansas(1/13/2022)
RR
Kentucky(1/13/2022)
RR
Louisiana(1/13/2022)
RR
Maine(1/13/2022)
RR
Maryland(1/13/2022)
RR
Massachusetts(1/13/2022)
RR
Michigan(1/13/2022)
RR
Minnesota(1/13/2022)
RR
Mississippi(1/13/2022)
RR
Missouri(1/13/2022)
RR
Montana(1/13/2022)
RR
Nebraska(1/13/2022)
RR
Nevada(1/13/2022)
RR
New Hampshire(1/13/2022)
RR
New Jersey(1/13/2022)
IAR
New Jersey(1/14/2022)
RR
New Mexico(1/13/2022)
RR
New York(1/13/2022)
RR
North Carolina(1/13/2022)
RR
North Dakota(1/13/2022)
RR
Ohio(1/18/2022)
RR
Oklahoma(1/13/2022)
RR
Oregon(1/13/2022)
RR
Pennsylvania(1/13/2022)
IAR
Pennsylvania(1/14/2022)
RR
Puerto Rico(1/13/2022)
RR
Rhode Island(1/13/2022)
RR
South Carolina(1/13/2022)
RR
South Dakota(1/13/2022)
RR
Tennessee(1/13/2022)
RR
Texas(1/13/2022)
RR
Utah(1/13/2022)
RR
Vermont(1/13/2022)
RR
Virgin Islands(1/13/2022)
RR
Virginia(1/13/2022)
RR
Washington(1/13/2022)
RR
West Virginia(1/13/2022)
RR
Wisconsin(1/13/2022)
RR
Wyoming(1/13/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
MI
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST
CPG FUND ADVISERS | VANTAGE INVESTMENT ADVISERS | MACQUARIE PRIVATE FUND ADVISERS | MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST | MACQUARIE INVESTMENT MANAGEMENT ADVISERS | MACQUARIE ASSET ADVISERS | MACQUARIE ALTERNATIVE STRATEGIES | DELAWARE MANAGEMENT COMPANY | DELAWARE MANAGEMENT BUSINESS TRUST | DELAWARE LINCOLN INVESTMENT ADVISERS | DELAWARE LINCOLN CASH MANAGEMENT | DELAWARE INVESTMENTS FUND ADVISERS | DELAWARE CAPITAL MANAGEMENT
CRD#: 105390 / SEC#: 801-32108
RIA
Registered Investment Advisory firm - (5/31/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
610 Market Street, Philadelphia, PA 19106
Mailing Address
Phone number
(215) 255-2300
Established
Firm type
Fiscal year end
# of Employees
598
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 317 |
| AUM (Assets Under Management) | $ 164,320,917,908 |
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.
