Olac Pallan Gayol

EAGLESTONE WEALTH ADVISORS

Bethesda, MD

Some features on this profile are disabled

CRD#: 4839964

Professional summary

Olac Pallan Gayol, who also goes by Olac Pallan, Olac Pallan, Olac Pallangayol, is a registered financial advisor currently at EAGLESTONE WEALTH ADVISORS, INC. located in Bethesda, Maryland and ONYX BRIDGE WEALTH GROUP LLC located in Rockville, Maryland.

Olac is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Olac has worked at 4 firms and has passed the Series 63, Series 65, Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Olac Pallan | Olac Pallan | Olac Pallangayol

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) ONYX BRIDGE WEALTH GROUP-INVESTMENT RELATED, 120 WHITE PLAINS ROAD, STE 115 TARRYTOWN, NY 10591, REGISTERED INVESTMENT ADVISOR, DIRECTOR OF PORTFOLIO MANAGEMENT, RETAIN AND ATTRACT BUSINESS, CONDUCT ASSET ALLOCATION RESEARCH, SECURITY RESEARCH AND MACRO RESEARCH, DIRECT INVESTMENT COMMITTEE AND RECOMMEND ALLOCATION INVESTMENT DECISIONS., 40 HRS PER WEEK, 32.5 HRS PER WEEK DURING SECURITIES TRADING HOURS, 09/2025 2) Emerson Equity (BD) Registered Representative: Address: 155 Bovet Road, Suite 725, San Mateo, CA 94402; Duties/Nature of Business: Actively monitor the market in terms of trading. Maintain our book of busines and ensure everything is up to date; Number of Hours Per Month During Trading Hours: 6 HOURS PER DAY/130 HOURS PER MONTH; Number of Hours Per Month During Non Trading Hours: 1 HOUR PER DAY/30 HOURS PER MONTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Olac Pallan Gayol'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

September 5, 2023 - Present

EAGLESTONE WEALTH ADVISORS, INC.

RIA

CRD#: 141014

Bethesda, MD

Current

September 17, 2025 - Present

ONYX BRIDGE WEALTH GROUP LLC

Office #1: 1101 Wootton Parkway Suite 980, Rockville, MD 20852

RIA

CRD#: 306097

Rockville, MD

Current

November 3, 2023 - Present

EMERSON EQUITY LLC

Office #1: 1101 Wootton Pkwy Suite 400, Rockville, MD 20852

RIA

CRD#: 130032

Rockville, MD

Past

July 25, 2006 - July 8, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEW YORK, NY

Past

December 2, 2005 - July 8, 2008

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".

ONYX BRIDGE WEALTH GROUP LLC

CORNERSTONE WEALTH MANAGEMENT | THE GILMAN FINANCIAL GROUP | ONYX BRIDGE WEALTH GROUP LLC | JMC EMPIRE, LLC

CRD#: 306097 / SEC#: 801-118022

RIA

Registered Investment Advisory firm - (2/6/2020 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.

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

IAR

District of Columbia
(9/5/2023)

District of Columbia
(11/3/2023)

IAR

Maryland
(9/26/2023)

Maryland
(11/3/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 10/20/2023

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/22/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 7/24/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/3/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/13/2023

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/1/2005

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

ONYX BRIDGE WEALTH GROUP LLC

CORNERSTONE WEALTH MANAGEMENT | THE GILMAN FINANCIAL GROUP | ONYX BRIDGE WEALTH GROUP LLC | JMC EMPIRE, LLC

CRD#: 306097 / SEC#: 801-118022

RIA

Registered Investment Advisory firm - (2/6/2020 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

120 White Plains Road Suite 115, Tarrytown, NY 10591

Mailing Address

Phone number

(914) 909-6699

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A AND 2A APP 1 - WRAP BROCHURE (9/16/2025)

Regulatory assets under management

Total Number of Accounts	3,852
AUM (Assets Under Management)	$ 1,000,901,317

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Olac Pallan Gayol

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Olac Pallan Gayol's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONYX BRIDGE WEALTH GROUP LLC

EMERSON EQUITY LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

ONYX BRIDGE WEALTH GROUP LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/20/2023

Series 65

Date: 5/22/2023

Series 66

Date: 7/24/2006

Series 7TO

Date: 11/3/2023

SIE

Date: 7/13/2023

Series 7

Date: 12/1/2005

FINRA

Current Firm

ONYX BRIDGE WEALTH GROUP LLC

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ONYX BRIDGE WEALTH GROUP LLC

TRUST BUT VERIFY

Similar Advisors