William J. Olson

EAGLE STRATEGIES LLC

ANDOVER, MA 01810

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CRD#: 2467196

Professional summary

William James Olson, who also goes by Bill Olson, William J. Olson, William James Olson, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Andover, Massachusetts and NYLIFE SECURITIES LLC located in Andover, Massachusetts.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. William has worked at 12 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Olson | William J. Olson | William James Olson

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.

[Lakeside Thursday Mixed Bowling League; Lakeside Lanes 2171 Candia Rd Manchester NH 03109; Start Date 09/2023; Role/Title: Volunteer; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours; Establish league rules, set teams, settle any competition disputes, run banquet]

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William James Olson'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®

None

Experience

Current

October 10, 2025 - Present

EAGLE STRATEGIES LLC

Office #1: 10 New England Business Center 2nd Floor, Andover, MA 01810

RIA

CRD#: 110826

ANDOVER, MA

Current

September 16, 2025 - Present

NYLIFE SECURITIES LLC

Office #1: 10 New England Business Center Drive Suite 205, Andover, MA 01810

CRD#: 5167

Andover, MA

Past

December 3, 2024 - January 7, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

CHELMSFORD, MA

Past

December 3, 2024 - January 7, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

CHELMSFORD, MA

Past

September 1, 2016 - December 21, 2023

EMPOWER ADVISORY GROUP, LLC

RIA

CRD#: 112058

Derry, NH

Past

January 2, 2015 - December 21, 2023

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

Derry, NH

Past

February 1, 2012 - January 22, 2015

PUTNAM INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 106629

BOSTON, MA

Past

April 26, 2011 - January 2, 2015

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CRD#: 7325

ANDOVER, MA

Past

March 26, 2004 - May 17, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

BEDFORD, NH

Past

January 27, 2004 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

January 27, 2004 - May 17, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

BEDFORD, NH

Past

May 30, 2003 - November 20, 2003

ADP BROKER-DEALER, INC.

CRD#: 37693

ROSELAND, NJ

Past

February 20, 2002 - May 30, 2003

DWS DISTRIBUTORS, INC.

CRD#: 37306

CHICAGO, IL

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".

EAGLE STRATEGIES LLC

EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC

CRD#: 110826 / SEC#: 801-32987

RIA

Registered Investment Advisory firm - (10/14/1988 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.

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

Massachusetts
(9/16/2025)

IAR

Massachusetts
(10/21/2025)

New Hampshire
(9/18/2025)

IAR

New Hampshire
(10/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/11/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/20/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/25/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/19/2002

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 4/2/2015

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

EAGLE STRATEGIES LLC

EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC

CRD#: 110826 / SEC#: 801-32987

RIA

Registered Investment Advisory firm - (10/14/1988 Approved)

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Contact information

Main Address

51 Madison Avenue 12th Floor, New York, NY 10010

Mailing Address

51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010

Phone number

(888) 695-3245

Established

Firm type

Fiscal year end

# of Employees

2,804

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 DISCLOSURE BROCHURE (11/11/2025)

EAGLE STRATEGIES DISCLOSURE BROCHURE (10/23/2025)

Regulatory assets under management

Total Number of Accounts	111,361
AUM (Assets Under Management)	$ 25,395,380,570

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/24/2025	Cover Page	Report
04/25/2024	Cover Page	Report
12/20/2023	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.

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Advisor Monitoring

Firm Stability Insights

William J. Olson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William James Olson's CRS (Customer Relationship Summary).

Certified licenses

Experience

NYLIFE SECURITIES LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

EMPOWER ADVISORY GROUP, LLC

EMPOWER FINANCIAL SERVICES, INC.

PUTNAM INVESTMENT MANAGEMENT, LLC

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

ADP BROKER-DEALER, INC.

DWS DISTRIBUTORS, INC.

Primary Firm SEC Registration

EAGLE STRATEGIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/11/2004

Series 63

Date: 11/20/2001

SIE

Date: 10/1/2018

Series 7

Date: 3/25/2004

Series 6

Date: 2/19/2002

Series 26

Date: 4/2/2015

FINRA

Current Firm

EAGLE STRATEGIES LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EAGLE STRATEGIES LLC

TRUST BUT VERIFY

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