Stephen Olah

TOWSON FINANCIAL ADVISORS

Abingdon, MD

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CRD#: 2700362

Professional summary

Stephen Olah, CFP® is a registered financial advisor currently at TOWSON FINANCIAL ADVISORS, LLC located in Abingdon, Maryland.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Stephen has worked at 7 firms and has passed the Series 63, SIE and Series 6 exams.

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.

STEPHEN OLAH, CPA / PROPRITOR - 02-1989 TO PRESENT Preparation of tax returns and tax consulting.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Olah'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®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

January 23, 2023 - Present

TOWSON FINANCIAL ADVISORS, LLC

RIA

CRD#: 285056

Abingdon, MD

Past

April 21, 2017 - December 31, 2022

TOWSON FINANCIAL ADVISORS, LLC

RIA

CRD#: 285056

ABINGDON, MD

Past

September 9, 2004 - April 20, 2017

TLS ADVISORY SERVICES, INC.

RIA

CRD#: 121747

TOWSON, MD

Past

September 9, 2004 - April 20, 2017

TLS FINANCIAL SERVICES, INC.

CRD#: 19625

TOWSON, MD

Past

July 21, 2003 - September 8, 2004

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

TOWSON, MD

Past

December 14, 2001 - September 8, 2004

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CONSHOHOCKEN, PA

Past

December 3, 2001 - December 11, 2001

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CONSHOHOCKEN, PA

Past

September 5, 2001 - December 7, 2001

WORLD CAPITAL BROKERAGE, INC.

CRD#: 37

DENVER, CO

Past

January 23, 1998 - July 2, 2001

LASALLE ST SECURITIES, L.L.C.

CRD#: 7191

ELMHURST, IL

Past

November 18, 1996 - January 7, 1998

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

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

Maryland
(1/23/2023)

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.

Exams

State Security Law Exam

Series 63

Date: 12/2/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/20/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 11/15/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TOWSON FINANCIAL ADVISORS, LLC

CRD#: 285056 / SEC#:

Maryland

Registered Investment Advisory firm - (4/21/2017 Approved)

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Contact information

Main Address

Abingdon, MD

Mailing Address

Phone number

(443) 528-7719

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	68
AUM (Assets Under Management)	$ 23,680,084

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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Stephen Olah

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Olah's CRS (Customer Relationship Summary).

Certified licenses

Experience

TOWSON FINANCIAL ADVISORS, LLC

TLS ADVISORY SERVICES, INC.

TLS FINANCIAL SERVICES, INC.

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

WORLD CAPITAL BROKERAGE, INC.

LASALLE ST SECURITIES, L.L.C.

1ST GLOBAL CAPITAL CORP.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/2/1996

SIE

Date: 4/20/2017

Series 6

Date: 11/15/1996

Current Firm

TOWSON FINANCIAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TOWSON FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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