OG
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Olac Pallan Gayol

4 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,654 clients
Average Client Portfolio
$605K average
Assets Under Management
$1.0B

Fee Structure

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Location

Bethesda, MD

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Olac is the Director of Portfolio Management, Director of Investment Group, and Chief Investment Officer at Eaglestone Wealth Advisors. He dedicates full-time hours to investment advisory, management, financial research, portfolio allocation, performance reviews, and attracting new clients.

Employment History
Current Registrations
Onyx Bridge Wealth Group LLC
September 2025 - Present · 5 mos
Emerson Equity LLCBroker
November 2023 - Present · 2 yrs 3 mos
Eaglestone Wealth Advisors, INC.
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2005 - July 2008 · 2 yrs 7 mos
State Registrations2 states
DCMD
AdvisorBrokerBoth
Exams
No exam information available for this advisor.