Olivia Gliege has been an investment adviser representative at Financial Focus since June 2025, and is not listed among the firm’s executive officers or direct owners.
Financial Focus LLC is a Carlsbad, CA firm with $800M under management, 584 clients and 5 advisers in one office, as of its January 2026 filing.
Olivia Gliege’s longest registration was 2 years at Charles Schwab & Co., Inc. (2021–2024). Before joining Financial Focus in 2025, Olivia Gliege was registered through Eiger Wealth Management, LLC and Charles Schwab & Co., Inc.
- Financial Focus LLCCurrent– present · 1 yearCarlsbad, CA · Adviser representative · Firm CRD 282177
- Eiger Wealth Management, LLC– · under a yearSan Diego, CA · Adviser representative · Firm CRD 304321
- Charles Schwab & Co., Inc.– · 2 yearsWestlake, TX · Adviser representative · Firm CRD 5393
Investment adviser representative registrations
Olivia Gliege is registered as an investment adviser representative in 2 states. Each was approved in June 2025.
- CaliforniaSince 2 June 2025
- TexasSince 2 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 6 April 2021 |
| Series 7TO | General Securities Representative Examination | 12 March 2021 |
| SIE | Securities Industry Essentials Examination | 14 December 2020 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Olivia Taylor Gliege
- CRD
- 7266452
- Firm
- Financial Focus · CRD 282177
- Office
- 1925 PALOMAR OAKS WAY, #107, Carlsbad, CA 92008
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2021
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Olivia Gliege work?
Olivia Gliege is an investment adviser representative registered through Financial Focus LLC since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Olivia Gliege a financial advisor?
Yes. Olivia Gliege has a current investment-adviser registration in California and Texas, through Financial Focus since June 2025.
How many years of experience does Olivia Gliege have?
Olivia Gliege has 5 years in the financial industry, since May 2021, across 3 adviser firms.
What exams has Olivia Gliege passed?
Olivia Gliege has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in December 2020.
Where did Olivia Gliege work before Financial Focus?
Before Financial Focus, Olivia Gliege was registered through Eiger Wealth Management, LLC, May 2024 to May 2025; Charles Schwab & Co., Inc., April 2021 to April 2024.
Where is Olivia Gliege based?
Olivia Gliege’s registered office is in Carlsbad, CA.
Is Olivia Gliege registered with FINRA?
Yes. Olivia Gliege has a current broker registration, under CRD 7266452.
Source: FINRA BrokerCheck
How can I verify Olivia Gliege’s record?
Search CRD 7266452 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Olivia Gliege’s full registration record.