Eddy Olandj is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Newport Beach, CA, with 25 years of industry experience. Eddy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
520 Newport Center Dr Ste 1700, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Eddy is a co-owner of Chaba Thai & Spa LLC, a massage therapy business, and helps with administration and accounting. This takes a few hours per week.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Compak Securities, INC.Broker
Compak Asset Management
Triad Advisors, INC.Broker
Sentra Securities CorporationBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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