Wells Fargo Advisors
47yrs
Top 1% by experience in Bethesda
4yrs
Olivia Carson
Financial advisor at Merrill
Olivia Carson has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Bethesda, Maryland. Olivia joined Merrill in 2022, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 818 advisors with offices in Bethesda, and one of 758 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office7501 Wisconsin Ave, Bethesda, MD 20814
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowMerrillCurrent firm
Contact Olivia
Local office(301) 215-4400Ask for Olivia. (800) 637-7455Main office · New York, NY 7501 Wisconsin AveBethesda, MD 20814Office · Get directions
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Questions to ask Olivia
Tailored to Olivia’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Olivia
How do I contact Olivia?
Call Olivia’s local office at (301) 215-4400 or the Merrill main office at (800) 637-7455, and ask for Olivia Carson.
How long has Olivia been a financial advisor?
Olivia has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Olivia hold?
Series 66. Tap any license on this page to see what it allows.
Is Olivia a fiduciary?
Olivia is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Olivia paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Olivia for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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