Olga Tsepalova
STRATEGIC ADVISERS LLC | Vice President Private Wealth Management Advisor
SAN RAMON, CA
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CRD#: 5765957
Professional summary
Olga Tsepalova is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in San Ramon, California and FIDELITY BROKERAGE SERVICES LLC located in Palo Alto, California.
Olga is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Olga has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
I'm a Wealth Management Advisor™ with over 18 years of experience in the financial services industry. For the past 8 years at Fidelity, I have assisted clients and their families in the construction and execution of comprehensive financial plans, while helping them make prudent decisions in today's complex financial world. I leverage the vast resources of Fidelity to personalize the guidance that they receive. On a personal note, I am happily married with 3 kids and a very spoiled dog
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Olga Tsepalova'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®
NoneEducation
California State University East Bay
Bachelor of Science (BS) - Finance
2009
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 251 University Avenue, Palo Alto, CA 94301RIA
CRD#: 104555
SAN RAMON, CA
Current
March 26, 2014 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 251 University Avenue, Palo Alto, CA 94301BD
CRD#: 7784
Palo Alto, CA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PALO ALTO, CA
Past
April 1, 2014 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
DUBLIN, CA
Past
November 11, 2013 - February 6, 2014
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
WALNUT CREEK, CA
Past
October 30, 2013 - February 6, 2014
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
WALNUT CREEK, CA
Past
January 19, 2011 - October 9, 2013
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
SAN MATEO, CA
Past
November 29, 2010 - October 9, 2013
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
SAN MATEO, CA
Past
April 14, 2010 - November 5, 2010
U.S. BANCORP INVESTMENTS, INC.
BD
CRD#: 17868
MENLO PARK, CA
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
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.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(1/7/2022)
RR
Alaska(1/7/2022)
RR
Arizona(3/26/2014)
RR
Arkansas(4/23/2020)
RR
California(3/26/2014)
IAR
California(3/31/2025)
RR
Colorado(10/25/2021)
RR
Connecticut(1/7/2022)
RR
Delaware(1/7/2022)
RR
District of Columbia(1/7/2022)
RR
Florida(9/23/2019)
RR
Georgia(9/23/2019)
RR
Hawaii(9/23/2019)
RR
Idaho(12/6/2016)
RR
Illinois(1/7/2022)
RR
Indiana(1/7/2022)
RR
Iowa(1/7/2022)
RR
Kansas(1/7/2022)
RR
Kentucky(1/7/2022)
RR
Louisiana(1/7/2022)
RR
Maine(1/7/2022)
RR
Maryland(1/7/2022)
RR
Massachusetts(1/7/2022)
RR
Michigan(1/7/2022)
RR
Minnesota(1/7/2022)
RR
Mississippi(1/7/2022)
RR
Missouri(9/23/2019)
RR
Montana(4/9/2021)
RR
Nebraska(1/7/2022)
RR
Nevada(1/12/2021)
RR
New Hampshire(1/7/2022)
RR
New Jersey(1/7/2022)
RR
New Mexico(4/23/2020)
RR
New York(1/7/2022)
RR
North Carolina(1/7/2022)
RR
North Dakota(1/7/2022)
RR
Ohio(1/8/2022)
RR
Oklahoma(1/7/2022)
RR
Oregon(3/26/2014)
RR
Pennsylvania(1/7/2022)
RR
Rhode Island(1/7/2022)
RR
South Carolina(1/7/2022)
RR
South Dakota(1/7/2022)
RR
Tennessee(1/7/2022)
RR
Texas(11/18/2015)
IAR
Texas(3/31/2025)
RR
Utah(10/14/2021)
RR
Vermont(1/7/2022)
RR
Virginia(1/7/2022)
RR
Washington(9/23/2019)
RR
West Virginia(1/7/2022)
RR
Wisconsin(1/7/2022)
RR
Wyoming(1/7/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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
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 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President Private Wealth Management AdvisorCRD#: 104555San Ramon, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
