Monica
Ollivierre

Homestead Advisers Corp

CRD#4036059
Investment Advisor
in Arlington, VA

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About this Advisor

Monica Ollivierre is a financial advisor who works out of Arlington, Virginia with 20 years of industry experience. Ollivierre is on the advisory team at Homestead Advisers Corp. Throughout their career, Ollivierre has worked at Re Investment Corporation, Nreca and Re Advisers Corporation. Ollivierre has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Virginia. Homestead Advisers Corp is a registered investment business operating out of Arlington, VA. It controls $7 billion in assets under management across its 21 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The business provides a set of services, such as financial planning services, portfolio management for investment companies and portfolio management for institutional clients. Fees charged by financial advisors vary depending on which service is offered. However, fees charged by Homestead Advisers Corp most likely are comprised of any combination of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

20 years

Services Offered

Financial planning services, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Others

Office Location

4301 Wilson Blvd.
Arlington, VA 22203-1860

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Homestead Advisers Corp Brokerage Details

Total Assets Under Management

$6,964,910,850

VA Average: $1,835,309,194
Total Number of Employees

41

VA Average: 32
Total Number of Accounts

21

VA Average: 1,458
Average Account Size

$331,662,421

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Monica Ollivierre Work History

Monica has been registered as a financial advisor for 20 years.*

2017 - Present (7 years)

Re Advisers Corporation

2017 - Present (7 years)

Nreca

1999 - Present (25 years)

Re Investment Corporation

2015 - 2017 (2 years)

Nreca

2015 - 2017 (2 years)

Re Advisers Corporation

2014 - 2015 (1 year)

Nreca

2014 - 2015 (1 year)

Re Advisers Corporation

2005 - 2014 (9 years)

Nreca

2005 - 2014 (9 years)

Re Advisers Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Monica Ollivierre 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 Homestead Advisers Corp

William Kindle
Medfield, MA
Tamika Bishop
Arlington, VA
Megan Fontem
Arlington, VA
Stephanie Mills
Arlington, VA
Christopher Hodges
Arlington, VA
Mark Edwards
Arlington, VA
Brian Allen
Arlington, VA
Monica Ollivierre
Arlington, VA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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