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Bryan Larry Olson

Schwab Wealth Advisory, Inc.

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About Bryan Larry Olson

Bryan Olson is an investment advisor representative with Schwab Wealth Advisory, Inc., based in Boston, MA. He has been in the industry since 1999. He is also a Chartered Financial Analyst (CFA). Bryan is registered to offer advisory services in Massachusetts. In addition to his work at Schwab Wealth Advisory, Inc., Bryan also has other business interests. He is the owner of Colbourne Partners, LLC, and a minority owner/partner in A.&Co.

Firm Information

Bryan Olson is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Bryan Olson’s Registration & Firm History

MA

05/25/2021 - Present

Schwab Wealth Advisory, Inc. (Boston MA)

CO

03/25/1999 - 02/23/2011

CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)

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Licenses & Designations

BOTH

Issued 11/03/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/03/2017

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2004

Series 7 - General Securities Representative Examination

BC

Issued 12/02/1998

Series 16 - NYSE Supervisory Analyst Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Bryan Larry Olson.
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