OD
Olivia N. Demissie
HUB INVESTMENT PARTNERS
Bethesda, MD 20814
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CRD#: 5637148
OD
Professional summary
Olivia Nakkash Demissie, who also goes by Olivia Nakash, Olivia Nakkash, is a registered financial advisor currently at HUB INVESTMENT PARTNERS, LLC located in Bethesda, Maryland.
Olivia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Olivia has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Olivia Nakash | Olivia Nakkash
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.
1. Owner of residential rental property located in Fruitland, MD; As of 01/01/2019; 0% time spent during regular business hours; Not conducted at branch; Investment related. 2. Owner of a residential rental property located in Salisbury, MD; As of 07/25/19; 0% time spent during regular business hours; Not conducted at branch; Investment related. 3. Maintain real estate license, As of 06 2021; 0% time spent during regular business hours; Not conducted at branch; Not investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Olivia Nakkash Demissie'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
October 6, 2023 - Present
HUB INVESTMENT PARTNERS, LLC
Office #1: 7700 Old Georgetown Road Suite 630, Bethesda, MD 20814RIA
CRD#: 307956
Bethesda, MD
Past
July 24, 2023 - December 31, 2024
AFS FINANCIAL GROUP, LLC
RIA
CRD#: 306979
BETHESDA, MD
Past
October 15, 2013 - May 8, 2020
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
BETHESDA, MD
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".
HUB INVESTMENT PARTNERS, LLC
AFS FINANCIAL GROUP | VERIPAX WEALTH MANAGEMENT | TCG ADVISORY SERVICES, LLC | TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY | TCG ADVISORS | HUB INVESTMENT PARTNERS, LLC | HUB ADVISOR CONNECT | FULL SUITE WEALTH | BRIDGECREEK INVESTMENT MANAGEMENT | AGAPE INVESTMENT ADVISORS, LLC
CRD#: 307956 / SEC#: 801-118346
RIA
Registered Investment Advisory firm - (4/1/2020 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.Highlighted states indicate IAR registrations
IAR
Maryland(10/6/2023)
IAR
Texas(10/8/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/26/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
HUB INVESTMENT PARTNERS, LLC
AFS FINANCIAL GROUP | VERIPAX WEALTH MANAGEMENT | TCG ADVISORY SERVICES, LLC | TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY | TCG ADVISORS | HUB INVESTMENT PARTNERS, LLC | HUB ADVISOR CONNECT | FULL SUITE WEALTH | BRIDGECREEK INVESTMENT MANAGEMENT | AGAPE INVESTMENT ADVISORS, LLC
CRD#: 307956 / SEC#: 801-118346
RIA
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Contact information
Main Address
900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746
Mailing Address
Phone number
(512) 600-5390
Established
Firm type
Fiscal year end
# of Employees
144
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,633 |
| AUM (Assets Under Management) | $ 8,979,977,344 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 04/29/2025 | ||
| 01/29/2024 |
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.
