Olympia Wheeler

CRD 2639102 · Fidelity Brokerage Services LLC · Littleton, MA

IA RegisteredBroker

Also appears in the source record as: Olympia Kazan; Olympia Kazan Wheeler

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 79TOSIESeries 7Series 6Series 65Series 63
Registered states (13): California · Colorado · Florida · Georgia · Maine · Massachusetts · New Hampshire · New York · North Carolina · Pennsylvania · Rhode Island · Texas · Vermont
Years in the industry (source record): 30
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (10)

From the source registration record · current first

Strategic Advisers LLCCurrent
Littleton, MA · IA capacity

start not retrieved → present
Fidelity Brokerage Services LLCCurrent
Littleton, MA · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
Littleton, MA · IA capacity

Jul 18, 2023 → Mar 31, 2025
Citizens Securities, Inc.
Weston, MA · IA capacity

Dec 7, 2021 → May 11, 2023
Citizens Securities, Inc.
Weston, MA · BC capacity

Nov 19, 2021 → May 11, 2023
Pruco Securities, LLC.
Marlborough, MA · BC capacity

Nov 15, 2017 → Nov 12, 2021
Mfs Fund Distributors, Inc.
Boston, MA · BC capacity

May 1, 2012 → Mar 7, 2017
Eaton Vance Distributors, Inc.
Boston, MA · BC capacity

Nov 1, 1996 → Apr 5, 2012
Eaton Vance Distributors, Inc.
Boston, MA · BC capacity

May 20, 1996 → Nov 1, 1996
Linsco/Private Ledger Corp.
Fort Mill, SC · BC capacity

Jul 17, 1995 → Jun 17, 1996

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 2639102 ↗ FINRA BrokerCheck record for CRD 2639102 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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