AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
OA

Olivia C. Almand

ACALYX ADVISORS
Arlington, VA 22203
Some features on this profile are disabled
CRD#: 6805306
OA

Professional summary

Olivia Cosia Almand, who also goes by Olivia Cosia Haney, Olivia Cosia Hanley, is a registered financial professional currently at ACALYX ADVISORS INC. located in Arlington, Virginia.

Olivia is registered as a RR (Registered Representative) and started their career in finance in 2018. Olivia has worked at 2 firms and has passed the Series 63, Series 7TO, SIE and Series 79 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Olivia Cosia Haney | Olivia Cosia Hanley

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Olivia Cosia Almand'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®
None

Experience

Current

September 9, 2019 - Present

ACALYX ADVISORS INC.

Office #1: 4201 Wilson Boulevard 3rd Floor, Suite 9, Arlington, VA 22203
BD
CRD#: 174667
Arlington, VA
Past

August 17, 2018 - August 20, 2019

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY

State Registrations and Notice Filings

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

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
District of Columbia
(3/23/2022)
RR
New York
(12/9/2019)
RR
Virginia
(3/23/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 12/9/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/25/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 8/17/2018
Investment Banking Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AA
ACALYX ADVISORS INC.
ACALYX ADVISORS INC.

CRD#: 174667 / SEC#: , 8-69577

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
4440 Pga Blvd Suite 600, Palm Beach Gardens, FL 33410
Mailing Address
4440 Pga Blvd Suite 600, Palm Beach Gardens, FL 33410
Phone number
(212) 235-0870
Established
Delaware since 01/02/2015
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (40 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
ACALYX HOLDINGS, INC.PARENT
LAWHORN, CURTIS JAMESVICE PRESIDENT5344725
MCDONALD, JOSEPH ANDREWVICE PRESIDENT5329122
RINEHART, JENNIFER EUNHACEO3265973
SILVESTRO, MICHELEPRINCIPAL FINANCIAL OFFICER6960939
SILVESTRO, MICHELEPRINCIPAL OPERATIONS DIRECTOR6960939
SUTHERLAND, JANE LOUISECOMPLIANCE OFFICER6005500
VANDERWOUDE, KARL ANDREWCHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER5910116

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.

Company Information

ACALYX ADVISORS INC.

CRD#: 174667Arlington, VA 22203

TRUST BUT VERIFY

Monitor Olivia Almand

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Raylonte Marqui Roach
Raylonte RoachAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
BETHESDA, MD
MH
Matthew HalversonAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Washington, DC
EC
Erin CainesAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
DERWOOD, MD
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.