Advisor at Olympia Advisors LLC
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Firm
Olympia Advisors LLC
Location
Greenville, SC
Credentials
CFA®, Series 63
Industry experience
14 years
Peter Gulli is a CFA® charterholder and Series 63 licensee with 14 years of industry experience. He currently serves as the sole advisor at Olympia Advisors LLC and has previously worked at Citigroup and Dalton, Greiner, Hartman, Maher & Co., LLC. Olympia Advisors LLC provides discretionary asset management to individuals and high-net-worth clients, focusing on ETF and mutual fund portfolios with ongoing oversight and rebalancing. The firm emphasizes customized portfolio management based on client goals and risk tolerance, employing both fundamental and technical analysis.
$0 - $2,000,000: 1.00% annually $2,000,000.01 - $5,000,000: 0.80% annually $5,000,000.01+: 0.60% annually
Account minimum: $500,000 (may be lowered or waived in certain instances) Fee-only: Annual asset management fees based on tiered percentage of assets under management as specified above.
Greenville, SC
South Carolina
Citigroup
2021 - Present (5 years)
Dalton, Greiner, Hartman, Maher & Co., LLC
1999 - 2021 (22 years)
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Lawyer
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Other specialized services
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