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Dirk A. Olds

FAITHWARD ADVISORS
Vestal, NY 13850
Some features on this profile are disabled
CRD#: 2324104
DO

Professional summary

Dirk Alan Olds, CLU®, who also goes by Dirk Allen Olds, is a registered financial advisor currently at FAITHWARD ADVISORS, LLC located in Vestal, New York and OSAIC WEALTH, INC. located in Vestal, New York.

Dirk is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Dirk has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Dirk Allen Olds

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dirk Alan Olds's CRS (Customer Relationship Summary).
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®
CLU®

Chartered Life Underwriter

Experience

Current

January 27, 2014 - Present

FAITHWARD ADVISORS, LLC

Office #1: 4100 Vestal Rd. Suite #105, Vestal, NY 13850
RIA
CRD#: 116978
Vestal, NY
Current

October 11, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 4100 Vestal Road Suite 105, Vestal, NY 13850
RIA
BD
CRD#: 23131
Vestal, NY
Past

January 6, 2014 - October 11, 2024

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

BD
CRD#: 18487
Vestal, NY
Past

March 17, 2000 - January 9, 2014

NYLIFE SECURITIES LLC

BD
CRD#: 5167
ENDWELL, NY
Past

March 1, 1993 - March 25, 1999

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

March 1, 1993 - March 25, 1999

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FA
FAITHWARD ADVISORS, LLC
AMBASSADOR ADVISORS | STEPP FINANCIAL SERVICES | SEVEN ONE SEVEN CAPITAL MANAGEMENT | PREMIER INVESTMENT ADVICE, LLC | MONGER FINANCIAL GROUP | GRACE WEALTH PARTNERS, LLC | GRACE WEALTH PARTNERS | FAITHWARD ADVISORS, LLC | BETTER RETIREMENT ADVISORS | AMBASSADOR ADVISORS, LLC

CRD#: 116978 / SEC#: 801-61471

RIA
Registered Investment Advisory firm - (9/19/2002 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Colorado
(10/11/2024)
RR
Florida
(10/11/2024)
RR
Georgia
(10/11/2024)
IAR
New York
(8/19/2021)
RR
New York
(10/11/2024)
RR
North Carolina
(10/11/2024)
IAR
Pennsylvania
(1/27/2014)
RR
Pennsylvania
(10/11/2024)
RR
South Carolina
(10/11/2024)
RR
Texas
(10/11/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/27/2014
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/4/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/10/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/24/1993
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/17/2000
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 26
Date: 3/12/1996
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

FA
FAITHWARD ADVISORS, LLC
AMBASSADOR ADVISORS | STEPP FINANCIAL SERVICES | SEVEN ONE SEVEN CAPITAL MANAGEMENT | PREMIER INVESTMENT ADVICE, LLC | MONGER FINANCIAL GROUP | GRACE WEALTH PARTNERS, LLC | GRACE WEALTH PARTNERS | FAITHWARD ADVISORS, LLC | BETTER RETIREMENT ADVISORS | AMBASSADOR ADVISORS, LLC

CRD#: 116978 / SEC#: 801-61471

RIA
Registered Investment Advisory firm - (9/19/2002 Approved)
PREMIUM
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Contact information

Main Address
275 Hess Boulevard Suite 100, Lancaster, PA 17601
Mailing Address
Phone number
(717) 560-8300
Established
Firm type
Fiscal year end
# of Employees
57

SEC notice filing (26 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FAITHWARD ADVISORS PART 2A (4/1/2025)

Regulatory assets under management

Total Number of Accounts6,052
AUM (Assets Under Management)$ 906,004,988

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025
Cover Page
Report
12/26/2024
Cover Page
Report
09/28/2023
Cover Page
Report
01/26/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

FAITHWARD ADVISORS, LLC

CRD#: 116978Vestal, NY 13850

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