David Olson (CRD# 4726228) is an Investment Advisor Representative working at The Colony Group, LLC in Bethesda, MD and has over 20 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Colony Group, LLC | Bethesda, MD | Aug 2022 - Current | 1 |
| Macroview Investment Management | Bethesda, MD | Jun 2017 - Aug 2022 | 5 |
| Alpha Dna Investment Management | Columbia, MD | Sep 2017 - Dec 2018 | 1 |
| Worch Capital LLC | Bethesda, MD | Jul 2013 - Aug 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2004 |
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Total Assets Under Management21,473MILLIONS
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Total Number of Accounts20,909ACCOUNTS
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Average Account Value$1,026,957
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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