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Walter James Olshanski

Kpmg Corporate Finance LLC

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About Walter James Olshanski

Walter James Olshanski is a registered representative with KPMG Corporate Finance LLC. Walter has been in the financial services industry since December 2, 2000. He is currently licensed in 36 states, the District of Columbia, and has passed the Series 7, Series 8, Series 24, Series 63, SIE, and Series 79TO exams. Walter previously worked at PRICEWATERHOUSECOOOPERS CORPORATE FINANCE LLC, KEYBANC CAPITAL MARKETS INC., CAIN BROTHERS & COMPANY, LLC, MORGAN KEEGAN & COMPANY, INC., PROVIDENT INTERNATIONAL SECURITIES, INC., TD WATERHOUSE INVESTOR SERVICES, INC., GRUNTAL & CO. INCORPORATED, GKN SECURITIES CORP., and ROYCE INVESTMENT GROUP, INC.

Firm Information

Walter Olshanski is currently registered with Kpmg Corporate Finance LLC. Kpmg Corporate Finance LLC is a Limited Liability Company formed in February 2000. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It is also registered with the Securities and Exchange Commission (SEC).

Not reported

Assets Under Management

Not reported

Total Clients

53

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.

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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Walter Olshanski’s Registration & Firm History

NY

03/12/2019 - Present

Kpmg Corporate Finance LLC (NEW YORK NY)

NY

09/02/2015 - 03/11/2019

PRICEWATERHOUSECOOOPERS CORPORATE FINANCE LLC (NEW YORK NY)

NY

12/06/2013 - 05/20/2015

KEYBANC CAPITAL MARKETS INC. (NEW YORK NY)

NY

04/06/2011 - 12/19/2011

CAIN BROTHERS & COMPANY, LLC (NEW YORK NY)

NY

12/13/2007 - 04/11/2011

MORGAN KEEGAN & COMPANY, INC. (NEW YORK NY)

NY

08/09/2004 - 11/09/2004

PROVIDENT INTERNATIONAL SECURITIES, INC. (NEW YORK NY)

NE

09/18/1995 - 09/15/2003

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

NY

03/28/1995 - 08/18/1995

GRUNTAL & CO. INCORPORATED (NEW YORK NY)

NY

09/15/1994 - 04/11/1995

GKN SECURITIES CORP. (NEW YORK NY)

NY

07/27/1994 - 08/31/1994

ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)

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Licenses & Designations

BC

Issued 12/17/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/16/2019

Series 24 - General Securities Principal Examination

BC

Issued 12/09/1997

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Walter James Olshanski.
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