SO
Salvatore J. Olimpio
OLIMPIO NEU & ASSOCIATES
FRISCO, TX 75034
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CRD#: 2666191
SO
Professional summary
Salvatore Julio Olimpio, who also goes by Salvatore J Olimpio, is a registered financial advisor currently at OLIMPIO NEU & ASSOCIATES, INC. located in Frisco, Texas.
Salvatore is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Salvatore has worked at 2 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Salvatore J Olimpio
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) REGISTRANT ALSO PROVIDES NON-INVESTMENT RELATED INSURANCE AND ACCOUNTING SERVICES AS A SOLE PROPRIETOR. REGISTRANT DEVOTES APPROXIMATELY 20 HOURS PER YEAR TO THIS ACTIVITY, SOME OF WHICH MAY BE DURING TRADING HOURS. 2) REGISTRANT HAS ALSO OWNED OLIMPIO FINANCIAL GROUP, A NON-INVESTMENT RELATED FINANCIAL CONSULTING FIRM LOCATED IN DALLAS, TX, SINCE 2000. REGISTRANT DEVOTES APPROXIMATELY 80 HOURS PER MONTH TO THIS ACTIVITY, SOME OF WHICH MAY BE DURING TRADING HOURS. 3) REGISTRANT IS PRESIDENT/CEO/MANAGER OF OFG CAPITAL, LLC, AN INVESTMENT PARTNERSHIP LOCATED IN DALLAS, TX, SINCE 2015. REGISTRANT DEVOTES APPROXIMATELY 3 HOURS PER MONTH TO THIS ACTIVITY, SOME OF WHICH MAY BE DURING REGULAR TRADING HOURS. 4) REGISTRANT IS MANAGING MEMBER OF OFG FIDUCIARY SERVICES, LLC, A NON-INVESTMENT RELATED FIDUCIARY SERVICES FIRM LOCATED IN DALLAS, TX, SINCE 2015. REGISTRANT DEVOTES APPROXIMATELY 2 HOURS PER MONTH TO THIS ACTIVITY, SOME OF WHICH MAY BE DURING REGULAR TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Salvatore Julio Olimpio'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®
NoneExperience
Current
August 24, 1998 - Present
OLIMPIO NEU & ASSOCIATES, INC.
Office #1: 6160 Warren Parkway Suite 100, Frisco, TX 75034RIA
CRD#: 114752
FRISCO, TX
Past
December 21, 1995 - September 1, 1998
MOMENTUM INDEPENDENT NETWORK INC.
BD
CRD#: 17587
DALLAS, TX
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
Tennessee(3/3/2022)
IAR
Texas(8/24/1998)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
ON
OLIMPIO NEU & ASSOCIATES, INC.
OLIMPIO FINANCIAL ADVISORY, INC. | OLIMPIO NEU & ASSOCIATES, INC.
CRD#: 114752 / SEC#: 801-64138
RIA
Registered Investment Advisory firm - (6/8/2012 Terminated)Louisiana
Registered Investment Advisory firm - (12/5/2024 Terminated)Tennessee
Registered Investment Advisory firm - (3/2/2022 Approved)Texas
Registered Investment Advisory firm - (6/5/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6160 Warren Parkway Suite 100, Frisco, TX 75034
Mailing Address
Phone number
(972) 392-1344
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 253 |
| AUM (Assets Under Management) | $ 66,254,818 |
Red Flags
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Company Information
OLIMPIO NEU & ASSOCIATES, INC.
CRD#: 114752Frisco, TX 75034TRUST BUT VERIFY
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