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CO

Christopher N. Olsen

CAPITAL CONNECT
Vero Beach, FL 32963
Some features on this profile are disabled
CRD#: 3269364
CO

Professional summary

Christopher Nolan Olsen is a registered financial professional currently at CAPITAL CONNECT, LLC located in Vero Beach, Florida.

Christopher is registered as a RR (Registered Representative) and started their career in finance in 1999. Christopher has worked at 10 firms and has passed the Series 63, Series 99TO, SIE, Series 3, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Christopher Nolan 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®
None

Experience

Current

April 30, 2024 - Present

CAPITAL CONNECT, LLC

Office #1: 191 Silver Moss Drive, Vero Beach, FL 32963
BD
CRD#: 329399
Vero Beach, FL
Past

March 1, 2018 - June 18, 2024

HOLLISTER ASSOCIATES, LLC

BD
CRD#: 173366
MOUNT PLEASANT, SC
Past

June 8, 2015 - March 22, 2018

BLUE SAND SECURITIES LLC

BD
CRD#: 142976
KENSIGNTON, MD
Past

May 9, 2013 - March 4, 2015

DWS DISTRIBUTORS, INC.

BD
CRD#: 37306
SAN FRANCISCO, CA
Past

April 30, 2010 - July 16, 2012

VAN ECK SECURITIES CORPORATION

BD
CRD#: 2269
NEW YORK, NY
Past

May 14, 2007 - March 2, 2009

MORGAN STANLEY DISTRIBUTION, INC.

BD
CRD#: 30344
GREENWICH, CT
Past

November 11, 2005 - April 17, 2007

US ARMA PARTNERS LP

BD
CRD#: 136024
NEW YORK, NY
Past

June 16, 2005 - November 21, 2005

HEDGE FUND CAPITAL PARTNERS, LLC

BD
CRD#: 113326
BROOKLYN, NY
Past

July 19, 2000 - November 4, 2004

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

August 12, 1999 - June 21, 2000

SCHONFELD SECURITIES, LLC

BD
CRD#: 23304
JERICHO, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(10/2/2024)
RR
California
(6/19/2024)
RR
Colorado
(9/19/2024)
RR
Connecticut
(6/18/2024)
RR
Delaware
(9/6/2024)
RR
District of Columbia
(10/25/2024)
RR
Florida
(6/14/2024)
RR
Georgia
(8/30/2024)
RR
Indiana
(10/4/2024)
RR
Iowa
(8/26/2024)
RR
Maryland
(10/4/2024)
RR
Massachusetts
(1/17/2025)
RR
Michigan
(8/28/2024)
RR
Minnesota
(10/4/2024)
RR
Missouri
(10/28/2024)
RR
Nevada
(8/27/2024)
RR
New Jersey
(6/19/2024)
RR
New York
(6/27/2024)
RR
North Carolina
(8/26/2024)
RR
Ohio
(8/29/2024)
RR
Oklahoma
(9/5/2024)
RR
Oregon
(9/23/2024)
RR
Pennsylvania
(6/18/2024)
RR
South Carolina
(6/18/2024)
RR
Tennessee
(9/24/2024)
RR
Texas
(6/19/2024)
RR
Utah
(8/30/2024)
RR
Virginia
(10/3/2024)
RR
Washington
(8/26/2024)
RR
Wisconsin
(9/3/2024)
RR
Wyoming
(9/20/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 8/12/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 11/28/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 5/24/2011
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 55
Date: 8/31/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 8/12/1999
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/27/2005
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CC
CAPITAL CONNECT, LLC
CAPITAL CONNECT FL, LLC | CAPITAL CONNECT, LLC

CRD#: 329399 / SEC#: , 8-71196

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
191 Silver Moss Drive, Vero Beach, FL 32963
Mailing Address
191 Silver Moss Drive, Vero Beach, FL 32963
Phone number
(646) 265-2400
Established
Wyoming since 10/18/2023
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (31 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
OLSEN, CHRISTOPHER NOLANCEO/CCO3269364
PORTWOOD, WILLIAM BOYCECFO/POO/PFO/FINOP4853700

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

CAPITAL CONNECT, LLC

CRD#: 329399Vero Beach, FL 32963

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