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HO

Hans F. Olsen

BROOKLANDS PARTNERS
GREENWICH, CT
Some features on this profile are disabled
CRD#: 1664759
HO

Professional summary


Hans Francis Olsen is a registered financial advisor currently at BROOKLANDS PARTNERS, LLC located in Greenwich, Connecticut.

Hans is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Hans has worked at 8 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) ATLANTIC CHARTER INSURANCE COMPANY; 25 NEW CHARDON ST, BOSTON, MA, 02114; WORKER'S COMPENSATION INSURANCE COMPANY; MEMBER OF THE INVESTMENT COMMITTEE; GENERAL ACCOUNT INVESTMENT OVERSIGHT; AFFILIATION STARTED 09/30/2014; 4 HOURS PER YEAR; DURING BUSINESS HOURS- N/A; NOT INVESTMENT-RELATED. 2) Gladstone LLC; 11 Hawkwood Lane Greenwich CT 06830; LLC that holds licensing rights; Managing Partner and owner; Organizational; 5.0 hours per week; not during securities trading hours; not investment-related. 3) Cabot-Wellington ; 70 Federal Street Boston MA 02110; Family Office for the Cabot Family; Independent Member of the Investment Committee; To advise the director of investments as an independent expert; affiliation started 05/19/2017; 45.0 hours per year; during securities trading hours; Investment-Related.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Hans Francis Olsen's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 26, 2025 - Present

BROOKLANDS PARTNERS, LLC

RIA
CRD#: 336750
GREENWICH, CT
Past

December 4, 2015 - May 18, 2018

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA
CRD#: 793
NEW YORK, NY
Past

December 4, 2015 - May 18, 2018

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
NEW YORK, NY
Past

August 4, 2011 - December 4, 2015

BARCLAYS CAPITAL INC.

RIA
CRD#: 19714
NEW YORK, NY
Past

July 7, 2011 - December 4, 2015

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
NEW YORK, NY
Past

October 1, 2008 - June 17, 2011

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

August 7, 2008 - October 1, 2008

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY
Past

June 12, 2003 - June 29, 2007

BINGHAM LEGG ADVISERS LLC

RIA
CRD#: 109637
BOSTON, MA
Past

January 1, 2000 - May 19, 2003

EMERSON INVESTMENT MANAGEMENT LLC

RIA
CRD#: 104659
BOSTON, MA
Past

December 22, 1987 - December 13, 1989

SBCI SWISS BANK CORPORATION INVESTMENT BANKING INC.

BD
CRD#: 4341

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Connecticut
(8/26/2025)
IAR
Maine
(8/27/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 7/24/2009
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BP
BROOKLANDS PARTNERS, LLC
BROOKLANDS PARTNERS, LLC

CRD#: 336750 / SEC#:

Connecticut
Registered Investment Advisory firm - (8/26/2025 Approved)
Maine
Registered Investment Advisory firm - (8/27/2025 Approved)
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Contact information


Main Address
Greenwich, CT
Mailing Address
Phone number
(617) 721-5434
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BROOKLANDS PARTNERS, LLC

CRD#: 336750Greenwich, CT

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