Olivia
Bakunas
Macquarie Investment Management Business Trust
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About this Advisor
Olivia Bakunas is a financial advisor based in Philadelphia, Pennsylvania, working with Macquarie Investment Management Business Trust. Olivia has previously held positions at Teachers Personal Investors Services, Inc, Tiaa, Nuveen Investments, Macquarie Investment Management, and Delaware Distributors, Lp. Olivia has passed the Series 66 regulatory exam and is registered to provide services in multiple states, including Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, West Virginia, and Wisconsin. Currently, Olivia is part of Macquarie Investment Management Business Trust, which operates out of Philadelphia, Pennsylvania. The firm has 5 offices and 657 employees. The firm manages assets totaling $191.9 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Macquarie Investment Management Business Trust includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Macquarie Investment Management Business Trust Brokerage Details
$191,883,504,410
657
407
$471,458,242
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Olivia Bakunas Work History
Macquarie Investment Management
Delaware Distributors, Lp
Nuveen Investments
Teachers Personal Investors Services, Inc
Tiaa
Disclosures
Please visit the SEC profile of Olivia Bakunas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Macquarie Investment Management Business Trust
Philadelphia, PA
Philadelphia, PA
Leawood, KS
Philadelphia, PA
Warren, NJ
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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