Bryan Olson (CRD# 2804409) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Boston, MA and has over 19 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Schwab Private Client Investment Advisory, Inc. | Boston, MA | Dec 2020 - Current | 3 |
| Charles Schwab Investment Advisory | Denver, CO | Jan 2018 - Dec 2020 | 2 |
| Windhaven Investment Management, Inc. | Boston, MA | Aug 2017 - Mar 2018 | < 1 |
| Charles Schwab & Company, Inc. | Boston, MA | Mar 2017 - Aug 2017 | < 1 |
| Thomaspartners, Inc. | Boston, MA | Dec 2012 - Mar 2017 | 4 |
| Windhaven Investment Management, Inc. | Boston, MA | Nov 2010 - Mar 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2004 |
- MA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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