EO
Eivind Olsen
SMITH GROUP ASSET MANAGEMENT
DALLAS, TX 75201
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CRD#: 2594967
EO
Professional summary
Eivind Olsen, CFA is a registered financial advisor currently at SMITH GROUP ASSET MANAGEMENT, LLC located in Dallas, Texas.
Eivind is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Eivind has worked at 2 firms .
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.
ROYAL NORWEGIAN MINISTRY OF FOREIGN AFFAIRS; NON INVESTMENT RELATED; START DATE; 02/02/2022; 100 CRESCENT COURT DALLAS, TX; APPOINTED AS HONORARY CONSUL FOR NORWAY IN DALLAS, WITH RESPONSIBILITY FOR DALLAS AND NORTH TEXAS; ASSIST THE GOVERNMENT OF NORWAY WITH CONSULAR AFFAIRS; CONSULAR AFFAIRS INCLUDE ENHANCING BUSINESS AND CULTURAL RELATIONSHIPS BETWEEN TEXAS AND NORWAY; LESS THAN 10 HOURS DEVOTED TO BUSINESS PER MONTH; ZERO HOURS DURING REGULAR TRADING HOURS
CRS (Client Relationship Summary) - RIA
Click below to view Eivind 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®
Experience
Current
September 21, 2021 - Present
SMITH GROUP ASSET MANAGEMENT, LLC
Office #1: 100 Crescent Court Suite 1150, Dallas, TX 75201RIA
CRD#: 313265
DALLAS, TX
Past
April 13, 2009 - October 5, 2021
SMITH GROUP ASSET MANAGEMENT
RIA
CRD#: 106301
DALLAS, TX
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".
SG
SMITH GROUP ASSET MANAGEMENT, LLC
SMITH ASSET GROUP MANAGEMENT, LLC | SMITH GROUP ASSET MANAGEMENT, LLC | SMITH ASSET MANAGEMENT GROUP
CRD#: 313265 / SEC#: 801-120777
RIA
Registered Investment Advisory firm - (5/5/2021 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.Highlighted states indicate IAR registrations
IAR
Texas(9/21/2021)
Exams
Current Firm
SG
SMITH GROUP ASSET MANAGEMENT, LLC
SMITH ASSET GROUP MANAGEMENT, LLC | SMITH GROUP ASSET MANAGEMENT, LLC | SMITH ASSET MANAGEMENT GROUP
CRD#: 313265 / SEC#: 801-120777
RIA
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Contact information
Main Address
100 Crescent Court, Dallas, TX 75201
Mailing Address
Phone number
(214) 880-4600
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (39 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,509 |
| AUM (Assets Under Management) | $ 1,714,189,276 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SMITH GROUP ASSET MANAGEMENT, LLC
CRD#: 313265Dallas, TX 75201TRUST BUT VERIFY
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