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BO

Bryan L. Olson

SCHWAB WEALTH ADVISORY
Boston, MA 02110
Some features on this profile are disabled
CRD#: 2804409
BO

Professional summary

Bryan Larry Olson, who also goes by Bryan L Olson, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Boston, Massachusetts and CHARLES SCHWAB & CO., INC. located in Boston, Massachusetts.

Bryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Bryan has worked at 4 firms and has passed the Series 66, Series 99TO, SIE, Series 7, Series 16 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bryan L 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.
1) A.&Co.|Investment Related: No|2214 Washington Blvd, Ogden, UT, 84401, USA|Personal/Household Services|Minority Owner/Partner|1/18/2018|Less than 20 hour/month - 0 during trading hours|Provide strategic planning and management assistance., 2) Colbourne Patners, LLC.|Investment Related: No|37 Colbourne Crescent, Brookline, MA, 02445, USA|Private Investment LLC |Owner|2/1/2018|Less than 20 hour/month - 0 during trading hours|Managing owner of vehicle used to fund previously disclosed investment/ownership in AandCo salon., 3) Weber State University|Investment Related: No|3848 Harrison Blvd., Ogden, Utah, 84408, US|Education|Member of Investment Committee|8/28/2024|Less than 20 hour/month - 0 during trading hours|Oversee investment decisions of university endowment to ensure adherence to state board of regent rules and university policies. Oversee outside consultant (Common Fund). No direct investment authority.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Larry 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

May 25, 2021 - Present

SCHWAB WEALTH ADVISORY, INC.

Office #1: One International Place Suite 2810, Boston, MA 02110
RIA
CRD#: 159035
Boston, MA
Current

April 28, 2017 - Present

CHARLES SCHWAB & CO., INC.

Office #1: One International Place, Boston, MA 02110-2600
RIA
BD
CRD#: 5393
Boston, MA
Past

March 7, 2018 - May 29, 2021

CHARLES SCHWAB INVESTMENT ADVISORY, INC

RIA
CRD#: 151739
Boston, MA
Past

April 4, 2011 - March 30, 2018

WINDHAVEN INVESTMENT MANAGEMENT, INC.

RIA
CRD#: 155138
BOSTON, MA
Past

June 14, 2005 - February 23, 2011

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
BOSTON, MA
Past

March 25, 1999 - February 23, 2011

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
ENGLEWOOD, CO

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".
SW
SCHWAB WEALTH ADVISORY, INC.
SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA
Registered Investment Advisory firm - (12/9/2011 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
Massachusetts
(5/25/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/3/2004
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/19/2004
General Securities Representative Examination
General Industry/Product Exam
RR
Series 16
Date: 12/2/1998
NYSE Supervisory Analyst Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/3/2017
General Securities Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

SW
SCHWAB WEALTH ADVISORY, INC.
SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA
Registered Investment Advisory firm - (12/9/2011 Approved)
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Contact information

Main Address
211 Main Street, San Francisco, CA 94105-1901
Mailing Address
Phone number
(415) 667-7000
Established
Firm type
Fiscal year end
# of Employees
1,042

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SCHWAB WEALTH ADVISORY, INC. DISCLOSURE BROCHURE (9/23/2025)

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.

Company Information

SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035Boston, MA 02110

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