Olivia N. Mcsweeney
Professional summary
Olivia Nicole Mcsweeney is a registered financial professional currently at DAVINCI CAPITAL MANAGEMENT, INC. located in Cambridge, Massachusetts.
Olivia is registered as a RR (Registered Representative) and started their career in finance in 2018. Olivia has worked at 1 firm and has passed the Series 63, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Olivia Nicole Mcsweeney's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 23, 2024 - Present
DAVINCI CAPITAL MANAGEMENT, INC.
Office #1: 801 Cambridge St., Cambridge, MA 02141September 19, 2018 - May 27, 2021
DAVINCI CAPITAL MANAGEMENT, INC.
State Registrations and Notice Filings
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Exams
Series 7TO
Date: 3/27/2024
General Securities Representative ExaminationFINRA
Current Firm
DAVINCI CAPITAL MANAGEMENT, INC.
CRD#: 46897 / SEC#: 801-56514, 8-51580
Contact information
FINRA licenses (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 85 |
| AUM (Assets Under Management) | $ 40,216,551 |
Disclosures
| Regulatory Event | 2 |
Red Flags
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Company Information
DAVINCI CAPITAL MANAGEMENT, INC.
CRD#: 46897Cambridge, MA 02141TRUST BUT VERIFY
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