Brian C. Talbott

OLIO FINANCIAL PLANNING

DOWNINGTOWN, PA

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CRD#: 4600402

Professional summary

Brian Christopher Talbott, CFP® is a registered financial advisor currently at OLIO FINANCIAL PLANNING located in Downingtown, Pennsylvania.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Brian has worked at 3 firms and has passed the Series 63, SIE, Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Christopher Talbott'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®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

April 22, 2021 - Present

OLIO FINANCIAL PLANNING

RIA

CRD#: 282355

DOWNINGTOWN, PA

Past

July 29, 2014 - April 26, 2021

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

MALVERN, PA

Past

January 5, 2007 - April 5, 2010

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

MALVERN, PA

Past

July 9, 2003 - April 26, 2021

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

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".

OLIO FINANCIAL PLANNING

JSW FINANCIAL | OLIO FINANCIAL PLANNING, LLC | OLIO FINANCIAL PLANNING | OLIO FINANCIAL | OLIO

CRD#: 282355 / SEC#: 801-111849

RIA

Registered Investment Advisory firm - (10/13/2017 Approved)

Texas

Registered Investment Advisory firm - (11/2/2017 Terminated)

Virginia

Registered Investment Advisory firm - (11/2/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

North Carolina
(1/19/2022)

IAR

Ohio
(1/25/2022)

IAR

Pennsylvania
(3/28/2022)

IAR

Texas
(1/19/2022)

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: 7/16/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/27/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/8/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

OLIO FINANCIAL PLANNING

JSW FINANCIAL | OLIO FINANCIAL PLANNING, LLC | OLIO FINANCIAL PLANNING | OLIO FINANCIAL | OLIO

CRD#: 282355 / SEC#: 801-111849

RIA

Registered Investment Advisory firm - (10/13/2017 Approved)

Texas

Registered Investment Advisory firm - (11/2/2017 Terminated)

Virginia

Registered Investment Advisory firm - (11/2/2017 Terminated)

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Contact information

Main Address

1751 Pinnacle Drive Suite 600, Mclean, VA 22102-4007

Mailing Address

301 S. Main Street Suite 203, Blacksburg, VA 24060-4626

Phone number

(703) 459-9299

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OLIO_PART2A (3/4/2026)

Regulatory assets under management

Total Number of Accounts	1,640
AUM (Assets Under Management)	$ 600,505,998

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

Brian C. Talbott

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Christopher Talbott's CRS (Customer Relationship Summary).

Certified licenses

Experience

OLIO FINANCIAL PLANNING

VANGUARD ADVISERS, INC.

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

OLIO FINANCIAL PLANNING

State Registrations and Notice Filings

Exams

Series 63

Date: 7/16/2003

SIE

Date: 10/1/2018

Series 7

Date: 12/27/2006

Series 6

Date: 7/8/2003

Current Firm

OLIO FINANCIAL PLANNING

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OLIO FINANCIAL PLANNING

TRUST BUT VERIFY

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