David C. Olson

FIFTH THIRD WEALTH ADVISORS LLC

Atlanta, GA 30305

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CRD#: 2717723

Professional summary

David C Olson, who also goes by David Carl Olson, David Olson, is a registered financial advisor currently at FIFTH THIRD WEALTH ADVISORS LLC located in Atlanta, Georgia.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. David has worked at 9 firms and has passed the Series 65, Series 66, Series 7TO, Series 52TO, SIE, Series 31, Series 7, Series 3, Series 24, Series 53 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Carl Olson | David 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David C 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

November 5, 2024 - Present

FIFTH THIRD WEALTH ADVISORS LLC

Office #1: 3333 Piedmont Rd, Ne S1410, Atlanta, GA 30305

RIA

CRD#: 313015

Atlanta, GA

Past

February 1, 2019 - December 23, 2020

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

ATLANTA, GA

Past

January 28, 2019 - December 23, 2020

FIFTH THIRD SECURITIES, INC.

CRD#: 628

ATLANTA, GA

Past

September 14, 2015 - January 9, 2019

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

ATL, GA

Past

August 26, 2015 - January 9, 2019

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

ST CLOUD, MN

Past

October 23, 2009 - November 24, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ATLANTA, GA

Past

October 23, 2009 - November 24, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

ATLANTA, GA

Past

November 7, 2007 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

SNELLVILLE, GA

Past

October 24, 2007 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

SNELLVILLE, GA

Past

April 2, 2007 - August 31, 2007

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

ATLANTA, GA

Past

April 2, 2007 - August 31, 2007

MORGAN STANLEY & CO. LLC

CRD#: 8209

ATLANTA, GA

Past

January 19, 2007 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

ATLANTA, GA

Past

January 18, 2007 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

ATLANTA, GA

Past

April 6, 2005 - December 18, 2006

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

ATLANTA, GA

Past

April 4, 2005 - December 18, 2006

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

Past

April 14, 2004 - March 18, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ATLANTA, GA

Past

March 12, 1998 - March 18, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

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".

FIFTH THIRD WEALTH ADVISORS LLC

CRD#: 313015 / SEC#: 801-122096

RIA

Registered Investment Advisory firm - (8/17/2021 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

Georgia
(11/6/2024)

IAR

Ohio
(11/5/2024)

IAR

Texas
(11/5/2024)

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

IAR

Series 65

Date: 11/4/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 4/6/1998

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/19/2024

General Securities Representative Examination

General Industry/Product Exam

Series 52TO

Date: 3/19/2024

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 5/14/2007

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 3/10/1998

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 2/12/1996

National Commodity Futures Examination

Principal/Supervisory Exam

Series 24

Date: 3/19/2024

General Securities Principal Examination

Principal/Supervisory Exam

Series 53

Date: 3/19/2024

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 3/19/2024

Registered Options Principal Examination

Current Firm

FIFTH THIRD WEALTH ADVISORS LLC

CRD#: 313015 / SEC#: 801-122096

RIA

Registered Investment Advisory firm - (8/17/2021 Approved)

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Contact information

Main Address

38 Fountain Square Plaza, Cincinnati, OH 45263

Mailing Address

Phone number

(513) 534-7452

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FTWA ADV PART 2 A BROCHURE SEPTEMBER 2025 (9/29/2025)

Regulatory assets under management

Total Number of Accounts	1,333
AUM (Assets Under Management)	$ 6,079,418,273

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/27/2025	Cover Page	Report
01/24/2025	Cover Page	Report
10/27/2023	Cover Page	Report
03/29/2023	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

David C. Olson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David C Olson's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT SERVICES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

FIFTH THIRD WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/4/2024

Series 66

Date: 4/6/1998

Series 7TO

Date: 3/19/2024

Series 52TO

Date: 3/19/2024

SIE

Date: 10/1/2018

Series 31

Date: 5/14/2007

Series 7

Date: 3/10/1998

Series 3

Date: 2/12/1996

Series 24

Date: 3/19/2024

Series 53

Date: 3/19/2024

Series 4

Date: 3/19/2024

Current Firm

FIFTH THIRD WEALTH ADVISORS 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

FIFTH THIRD WEALTH ADVISORS LLC

TRUST BUT VERIFY

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