David Olsen, financial advisor Coral Gables FL

David Olsen

CRD Number: 1710644
Current Firm: Accelerate Financial Group, LLC

David Olsen (CRD# 1710644) is an Investment Advisor Representative working at Accelerate Financial Group, LLC in Coral Gables, FL and has over 23 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Accelerate Financial Group, LLC Wellesley, MA Sep 2015 - Current 8
Sole Proprietor Wellesley, MA May 2003 - Current 20
Wealth & Retirement Design, LLC Wellesley, MA Aug 2013 - Sep 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2001
Contact Info for David R. Olsen
Phone Number: 617-785-5100
Registered State(s):
  • FL
  • MA
Current Firm Details
Accelerate Financial Group, LLC
Firm's CRD Number: 167985
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $44,000
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, MA

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