OM
Olga Mavrody
OLMA ADVISORS
LOS GATOS, CA 95030
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CRD#: 7193052
OM
Professional summary
Olga Mavrody is a registered financial advisor currently at OLMA ADVISORS located in Los Gatos, California.
Olga is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Olga has worked at 1 firm and has passed the Series 65 exam.
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.
OLGA MAVRODY, INC. (DBA OLMA TAX); INVESTMENT-RELATED? NO; LOS GATOS, CA; PRESIDENT; 01/2018 - PRESENT; OLGA MAVRODY IS ENGAGED IN DAILY PRACTICE MANAGEMENT OF OLMA TAX AND CLIENT WORK COMPRISED OF TAX PLANNING AND COMPLIANCE SERVICES FOR BUSINESSES AND INDIVIDUALS. THE TYPICAL TASKS ON THE FIRM MANAGEMENT SIDE INCLUDE CLIENT CARE, BUSINESS DEVELOPMENT, PROFESSIONAL EDUCATION & TRAINING, SYSTEMS DEVELOPMENT AND IMPROVEMENT, PURCHASING, BILLING AND OTHER ADMINISTRATIVE FUNCTIONS. THE CLIENT WORK IS FOCUSED ON DESIGNING TAX PLANS FOR BUSINESSES AND THEIR OWNERS AND INDIVIDUALS, TAX PLAN IMPLEMENTATION AND ONGOING MAINTENANCE THROUGHOUT THE YEAR. DURING TAX FILING SEASON. OLMA TAX ALSO PROVIDES TAX COMPLIANCE TO THE ABOVE CLIENTS AND THOSE WHO REQUEST TAX PREPARATION SERVICES ONLY. OLMA TAX MAINLY WORKS WITH COMPLEX TAX SITUATIONS AND PERIODICALLY PROVIDE PAID ONE-ON-ONE CONSULTATIONS AND GROUP SEMINARS TO A NETWORK OF INDIVIDUALS FAMILIAR WITH OUR SPECIALTY. MS. MAVRODY SPENDS ABOUT 20-25 HOURS/WEEK ON TAX/TECHNICAL WORK AND ABOUT 10 HOURS ON PRACTICE MANAGEMENT. 12 HOURS/WEEKS IS SPENT DURING TRADING HOURS MONDAY THROUGH THURSDAY. OMR INC.; PRESIDENT; INVESTMENT RELATED: NO; 15986 LINDA AVE LOS GATOS CA 95032; COMPANY THAT PROVIDES ADMINISTRATIVE SUPPORT TO BUSINESSES AND INVESTMENTS OWNED BY THE PRINCIPAL; ADMINISTRATIVE SUPPORT, BOOKKEEPING, RECORDKEEPING; START DATE: 2025-01-16; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 0; HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 8; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 10.
CRS (Client Relationship Summary) - RIA
Click below to view Olga Mavrody'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, 2020 - Present
OLMA ADVISORS
Office #1: 459 Monterey Avenue, Suite 207, Los Gatos, CA 95030RIA
CRD#: 306220
LOS GATOS, CA
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
California(1/13/2020)
Current Firm
OA
OLMA ADVISORS
OLMA ADVISORS | OLMA FINANCIAL LLC | OLMA FINANCIAL
CRD#: 306220 / SEC#:
California
Registered Investment Advisory firm - (1/2/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
459 Monterey Avenue, Suite 207, Los Gatos, CA 95030
Mailing Address
Phone number
(650) 353-7737
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 14 |
| AUM (Assets Under Management) | $ 4,327,192 |
Red Flags
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