Whitney Olmsted, financial advisor Lone Tree CO
89 score

Whitney Olmsted

CRD Number: 6225928
Current Firm: Charles Schwab & Company, Inc.

Whitney Olmsted (CRD# 6225928) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Lone Tree, CO Apr 2016 - Current < 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Apr 2016 1
Morgan Stanley Greenwood Village, CO Jul 2013 - Apr 2016 2
H Burger Lounge LLC Denver, CO May 2011 - Jul 2013 2
Self - Employed Denver, CO Oct 2004 - Nov 2011 7
Jcc Denver, CO Jun 2009 - Aug 2010 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Whitney S. Olmsted
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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