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Charles Lyon Olson

Connecticut Wealth Management, LLC

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About Charles Lyon Olson

Charles Olson is a financial advisor at Connecticut Wealth Management, LLC. Charles has been in the financial services industry since 1990. Charles has earned the Certified Financial Planner designation and has passed the Series 7, 66 and 65 exams. Charles specializes in providing financial advice to individuals, corporations, and charitable organizations. Charles currently holds licenses in Connecticut. Charles also serves on the United Way of the Capital Area Investment Committee.

Firm Information

Charles Olson is currently registered with Connecticut Wealth Management, LLC. Connecticut Wealth Management, LLC is a registered investment advisor based in Farmington, CT. They offer a variety of financial planning and portfolio management services to individuals, corporations, and charitable organizations. The firm has over 3 billion dollars in assets under management and serves over 1,300 clients.
Connecticut Wealth Management, LLC

281 FARMINGTON AVENUE

FARMINGTON, CT 06032-1911

$3.17B

Assets Under Management

1

Total Clients

36

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 individuals

Personalized portfolio management to meet individual financial objectives.

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assets under advisement

Assets under advisement

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Olson’s Registration & Firm History

CT

05/04/2023 - Present

Connecticut Wealth Management, LLC (FARMINGTON CT)

CT

05/09/2008 - 10/05/2011

UVEST FINANCIAL SERVICES GROUP, INC. (HARTFORD CT)

CT

06/05/2007 - 12/11/2007

BANC OF AMERICA INVESTMENT SERVICES, INC. (HARTFORD CT)

CT

02/13/2007 - 06/06/2007

UVEST FINANCIAL SERVICES GROUP, INC. (HARTFORD CT)

CT

08/04/2004 - 02/13/2007

WEBSTER INVESTMENT SERVICES, INC. (HARTFORD CT)

CT

10/11/1990 - 04/02/2004

PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)

NA

01/25/1990 - 08/22/1990

CIGNA CAPITAL BROKERAGE, INC.

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Licenses & Designations

IA

Issued 12/23/2015

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/04/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/20/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Lyon Olson.
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