AA
Andrew M. Abramson
OLYMPUS CAPITAL
Richardson, TX 75080
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CRD#: 6671460
AA
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Andrew Abramson | Drew Mitchell Abramson
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;
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Mitchell Abramson'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®
NoneExperience
Current
September 27, 2020 - Present
OLYMPUS CAPITAL, LLC
Office #1: 3400 North Central Expressway Suite 110-259, Richardson, TX 75080RIA
CRD#: 310659
Richardson, TX
Past
August 6, 2019 - September 11, 2020
LA CAPITAL WEALTH MANAGEMENT
RIA
CRD#: 304845
CARROLLTON, TX
Past
April 1, 2019 - June 26, 2019
WEALTH WATCH ADVISORS, INC
RIA
CRD#: 172002
Carrolton, TX
Past
September 13, 2017 - March 19, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
DALLAS, TX
Past
July 28, 2017 - March 19, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
DALLAS, TX
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
Texas(9/27/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
OC
OLYMPUS CAPITAL, LLC
OLYMPUS CAPITAL, LLC
CRD#: 310659 / SEC#:
California
Registered Investment Advisory firm - (7/20/2024 Terminated)Texas
Registered Investment Advisory firm - (9/27/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3400 North Central Expressway Suite 110-259, Richardson, TX 75080
Mailing Address
Phone number
(214) 999-1140
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 216 |
| AUM (Assets Under Management) | $ 43,103,653 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
OLYMPUS CAPITAL, LLC
CRD#: 310659Richardson, TX 75080TRUST BUT VERIFY
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