Christopher Brent Oland
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Chris Oland, Christopher B Oland
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
18 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
HARMONY WEALTH ADVISORS, LLC
Contact Information
Main Address
48 S South River Road Suite 101, Edgewater, MD 21037Mailing Address
15 Francis Street 2nd Floor, Annapolis, MD 21401Phone Number
(301) 742-7330# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
87AUM (Assets Under Management)
$22,000,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(7/30/2021)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Christopher Brent Oland's CRS (Customer Relationship Summary).
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