Olivian T. Pitis
Professional summary
Olivian Traian Pitis, CFP®, who also goes by Olivian Pitis, is a registered financial advisor currently at CSJ WEALTH MANAGEMENT, LLC located in San Diego, California.
Olivian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Olivian has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Olivian Traian Pitis's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 8, 2026 - Present
CSJ WEALTH MANAGEMENT, LLC
March 13, 2021 - May 5, 2026
AMERICAN CENTURY INVESTMENT SERVICES INC.
September 16, 2019 - March 11, 2021
DOWLING & YAHNKE, LLC
July 5, 2019 - August 14, 2019
DIMENSIONAL FUND ADVISORS LP
July 4, 2011 - August 14, 2019
DFA SECURITIES LLC
December 11, 2008 - June 5, 2012
HALBERT HARGROVE
October 24, 2008 - December 31, 2010
HALBERT, HARGROVE & CO.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/8/2026)
Exams
Current Firm
CSJ WEALTH MANAGEMENT, LLC
CRD#: 169437 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 57 |
| AUM (Assets Under Management) | $ 62,299,970 |
Red Flags
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