Christopher B. Oland

HARMONY WEALTH ADVISORS

Edgewater, MD 21037

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CRD#: 5439974

Professional summary

Christopher Brent Oland, who also goes by Chris Oland, Christopher B Oland, is a registered financial advisor currently at HARMONY WEALTH ADVISORS, LLC located in Edgewater, Maryland.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Christopher has worked at 5 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Oland | Christopher B Oland

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. Christopher Brent Oland is 10% in Preserve, a restaurant located in Annapolis, MD. Less than 5% of his time is spent on this other business activity as Mr. Oland is a passive owner. 2. Christopher Brent Oland is the President of Southern Maryland Little League. Less than 5% of his time is spent on this other business activity. 3. Harmony Group, Inc.; Accountant; Investment Related: No; 15 Francis Street, 2nd Floor Annapolis MD, 21401 USA; Seasonal support for accounting team with focus on outsourced controller services.; 2023-04-01; Hours per month devoted to business during trading hours: 20; Hours per month devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 10;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Brent Oland'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

July 30, 2021 - Present

HARMONY WEALTH ADVISORS, LLC

Office #1: 48 S South River Road Suite 101, Edgewater, MD 21037

RIA

CRD#: 315465

Edgewater, MD

Past

September 16, 2011 - July 13, 2012

LPL FINANCIAL LLC

RIA

CRD#: 6413

FREDRICK, MD

Past

September 16, 2011 - July 13, 2012

LPL FINANCIAL LLC

CRD#: 6413

FREDRICK, MD

Past

May 6, 2010 - June 27, 2011

MORGAN STANLEY

RIA

CRD#: 149777

ANNAPOLIS, MD

Past

February 19, 2010 - June 27, 2011

MORGAN STANLEY

CRD#: 149777

ANNAPOLIS, MD

Past

February 23, 2009 - January 27, 2010

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

BALTIMORE, MD

Past

February 23, 2009 - January 27, 2010

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

BALTIMORE, MD

Past

February 4, 2008 - February 12, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

FREDERICK, MD

Past

January 14, 2008 - February 12, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

FREDERICK, MD

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

Maryland
(7/30/2021)

IAR

Texas
(3/27/2023)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/22/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 2/1/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 1/11/2008

General Securities Representative Examination

Current Firm

HARMONY WEALTH ADVISORS, LLC

CRD#: 315465 / SEC#:

Maryland

Registered Investment Advisory firm - (7/30/2021 Approved)

Texas

Registered Investment Advisory firm - (3/27/2023 Conditional Restricted)

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Contact information

Main Address

48 S South River Road Suite 101, Edgewater, MD 21037

Mailing Address

15 Francis Street 2nd Floor, Annapolis, MD 21401

Phone number

(301) 742-7330

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	61
AUM (Assets Under Management)	$ 7,923,935

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

Christopher B. Oland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Brent Oland's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MORGAN STANLEY

MORGAN STANLEY

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 2/22/2021

Series 66

Date: 2/1/2008

Series 7

Date: 1/11/2008

Current Firm

HARMONY WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HARMONY WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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