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Dirk A. Olds
FAITHWARD ADVISORS
Vestal, NY 13850
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CRD#: 2324104
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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.
1) Faithward Advisors LLC-RIA 12/2023 Financial Advisor zero% ownership, 160 hours devoted per month 160 hours devoted during trading hours 2) INDEPENDENT INSURANCE AGENT POSITION: Insurance Agent NATURE: Independent INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2014 ADDRESS: 4100 Vestal Rd, Vestal NY 13850, United States DESCRIPTION: Fixed insurance sales and service 3) ENDWELL UNITED METHODIST CHURCH POSITION: Finance Committee Member NATURE: 501c3 INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 3301 Watson Blvd., Endwell NY 13760, United States DESCRIPTION: Committee member. 4) FAITHWARD HOLDING COMPANY (PARENT COMPANY OF FAITHWARD ADVISORS) POSITION: Minority Owner (1%) NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2025 ADDRESS: 275 Hess Blvd, Lancaster PA 17601, United States DESCRIPTION: Voting privileges at owners meeting once per quarter. Monthly owners meeting for updates.
CRS (Client Relationship Summary) - RIA
Click below to view Dirk Alan Olds'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®
Experience
Current
January 27, 2014 - Present
FAITHWARD ADVISORS, LLC
Office #1: 4100 Vestal Rd. Suite #105, Vestal, NY 13850RIA
CRD#: 116978
Vestal, NY
Current
October 11, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 4100 Vestal Road Suite 105, Vestal, NY 13850RIA
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
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
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
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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)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,052 |
| AUM (Assets Under Management) | $ 906,004,988 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 12/26/2024 | ||
| 09/28/2023 | ||
| 01/26/2023 |
Red Flags
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Company Information
FAITHWARD ADVISORS, LLC
CRD#: 116978Vestal, NY 13850TRUST BUT VERIFY
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Contact information
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