David Olson, financial advisor Rochester MN
93 score

David Olson

CRD Number: 1459002
Current Firm: Morgan Stanley

David Olson (CRD# 1459002) is an Investment Advisor Representative working at Morgan Stanley in Rochester, MN and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Smith Barney Rochester, MN Jun 2009 - Current 7
Citigroup Global Markets Inc. Rochester, MN Jul 1993 - Current 23
E. F. Hutton Rochester, MN Dec 1985 - Oct 2007 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1986
S65 NASAA Investment Advisors Law Examination Jul 1992
Contact Info for David A. Olson
Phone Number: 914-225-5510
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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