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Christopher Olson

25 Years of Experience
Red Bank, NJ
2 DisclosuresBroker

Christopher Olson is a registered investment advisor at RBC Capital Markets, LLC, based in Red Bank, NJ, with 25 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

Fee Structure

RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
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Location

328 Newman Springs Road, Suite 380, Red Bank, NJ, 07701-5687

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History

Regulatory History (2)
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Customer Dispute
February 2020
Denied
Customer Dispute
April 2010
Settled
Employment History
Current Registrations
RBC Capital Markets, LLC
July 2018 - Present · 8 yrs
RBC Capital Markets, LLC
July 2018 - Present · 8 yrs
RBC Capital Markets, LLCBroker
July 2018 - Present · 8 yrs
Previous Registrations
Morgan StanleyBroker
June 2009 - July 2018 · 9 yrs 1 mo
Morgan Stanley
June 2009 - July 2018 · 9 yrs 1 mo
Citigroup Global Markets INC.
November 2008 - June 2009 · 7 mos
Citigroup Global Markets INC.Broker
November 2008 - June 2009 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2004 - November 2008 · 4 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2000 - November 2008 · 8 yrs
State Registrations16 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.