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Andrew Mitchell Abramson

OLYMPUS CAPITAL
RICHARDSON, TX
·CRD# 6671460·9 years experience

Professional Summary

Andrew Mitchell Abramson, who also goes by Andrew Abramson, Drew Mitchell Abramson, is a registered financial advisor currently at OLYMPUS CAPITAL, LLC located in Richardson, Texas. Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Andrew has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Andrew Abramson, Drew Mitchell Abramson

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

9 years in the financial services industry

Current & Past Employments

OLYMPUS CAPITAL, LLC·CRD# 310659
RIA
3400 North Central Expressway Suite 110, Richardson, TX 75080
September 27, 2020 - Present
LA CAPITAL WEALTH MANAGEMENT·CRD# 304845
RIA
Carrollton, TX
August 6, 2019 - September 11, 2020
WEALTH WATCH ADVISORS, INC·CRD# 172002
RIA
Carrolton, TX
April 1, 2019 - June 26, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Dallas, TX
September 13, 2017 - March 19, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Dallas, TX
July 28, 2017 - March 19, 2019

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Current Firm

OC
OLYMPUS CAPITAL, LLC

OLYMPUS CAPITAL, LLC

CRD#: 310659
California
Registered Investment Advisory firm - California (7/20/2024 Terminated)
Texas
Registered Investment Advisory firm - Texas (9/27/2020 Approved)
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).

Contact Information

Main Address

3400 North Central Expressway Suite 110, Richardson, TX 75080

Phone Number

(214) 999-1140

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

224

AUM (Assets Under Management)

$55,270,381

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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.

-North Texas Warriors Select Sports -This business is not investment related. -Fairview, TX (residential address of my business partner, Mike Billingsley) -We are a business devoted to developing young athletes into the best basketball players they can be while adding extra emphasis on things such as respectful behavior. -I am currently a Managing Partner with a 30% ownership stake in the business. I have been in this position since March of 2012 and continue today. -Typically I devote about 10-15 hours a month to the program, mostly on weekends and the occasional weeknight. None of my hours ever fall within the trading hours of any securities. -I am in charge of running and improving the website, maintaining the invoices and late payments, keeping in touch with our uniform distributors, and on occasion coaching games and tournaments. -I am not currently paid for this role. Partner; Rose Capital Advisors; investment related: No; Location: 7307 Casa Loma Avenue Dallas TX 75214 Dallas; Description of the business: Holding Company; Responsibilities Duties: None at this time; Start date with business: 2020-05-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0;

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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.
IAR
Texas
(9/27/2020)

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.

Series 66 — Uniform Combined State Law Examination

Passed Sep 2017About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2017About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Andrew Mitchell Abramson's CRS (Customer Relationship Summary).

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