OQ
Olivia K. Queri
BLUE HORIZON EQUITY
PITTSFORD, NY 14534
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CRD#: 7270548
OQ
Olivia Katherine QueriBLUE HORIZON EQUITY
Professional summary
Olivia Katherine Queri is a registered financial advisor currently at BLUE HORIZON EQUITY, INC. located in Pittsford, New York and CETERA WEALTH SERVICES, LLC located in Fairport, New York.
Olivia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2026. Olivia has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
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.
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 04/2026 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: OMNE PLANNING & WEALTH LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES, INSURANCE AGENCY, WEALTH MANAGEMENT START DATE: 04/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: PROVIDE ADMINISTRATIVE DUTIES TO FINANCIAL ADVISORS 3. NAME OF OTHER BUSINESS: ITRUST ADVISORS LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/2026 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: PROVIDE ADMINISTRATIVE DUTIES TO FINANCIAL ADVISORS 4. NAME OF OTHER BUSINESS: BLUE HORIZON EQUITY, INC. - CRD# 341095; INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISER REPRESENTATIVE; START DATE: 7/2026; APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 3 BRIEF DESCRIPTION OF DUTIES: NON-PRODUCING / ADMINISTRATIVE ROLE; 5.NAME OF OTHER BUSINESS: CETERA WEALTH SERVICES, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BROKER DEALER START DATE: 06/2026 POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 3 BRIEF DESCRIPTION OF DUTIES: Provide administrative support on a Broker Dealer platform for retail clients.
CRS (Client Relationship Summary) - RIA
Click below to view Olivia Katherine Queri'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
July 27, 2026 - Present
BLUE HORIZON EQUITY, INC.
Office #1: 55 Sully's Trail Suite F, Pittsford, NY 14534RIA
CRD#: 341095
PITTSFORD, NY
Current
June 17, 2026 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1387 Fairport Rd Suite #750, Fairport, NY 14450BD
CRD#: 13572
Fairport, NY
Past
April 2, 2026 - June 18, 2026
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Rochester, NY
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
New York(7/20/2026)
IAR
New York(7/27/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/2/2026
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BH
BLUE HORIZON EQUITY, INC.
21ST CENTURY PLANNERS | WATERSTONE FINANCIAL SERVICES | SOLENNIAL WEALTH MANAGEMENT | PATHWAY WEALTH MANAGEMENT AND INSURANCE GROUP | MAGII PENSION SERVICES | LAPORTE WEALTH MANAGEMENT GROUP | GENESIS ASSET MANAGEMENT GROUP INC. | FORGE FINANCIAL ADVISORS | FINGER LAKES INVESTMENTS | DANIEL N. SAXE | CAVE WEALTH MANAGEMNET | CARLOZZI FINANCIAL SERVICES | CAPE COD WEALTH STREATEGIES & INSURANCE SERVICES, LLC | BLUE HORIZON EQUITY, INC. | BAILEY FINANCIAL PLANNING | ASPIRE FINANCIAL GROUP
CRD#: 341095 / SEC#: 801-136098
RIA
Registered Investment Advisory firm - (5/6/2026 120-Day Approval)Loading...
Contact information
Main Address
55 Sully's Trail Suite F, Pittsford, NY 14534
Mailing Address
Phone number
+1 (585) 641-7900
Established
Firm type
Fiscal year end
# of Employees
45
SEC notice filing (22 States and Territories)
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BLUE HORIZON EQUITY, INC.
CRD#: 341095Pittsford, NY 14534TRUST BUT VERIFY
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