Derek Olsen is a registered investment advisor, based in Albany, NY, with 18 years of industry experience.
Location
4 Tower Place, Suite 1001, Albany, NY, 12203
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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.
Learn about disclosures →Employment History
Current Registrations
Cp Client Solutions LLCBroker
February 2026 - Present · 3 mos
Cerity Partners LLC
September 2025 - Present · 8 mos
Previous Registrations
Graypoint LLC
September 2023 - October 2025 · 2 yrs 1 mo
Goldman Sachs Ayco Personal Financial Management
July 2021 - October 2021 · 3 mos
Goldman Sachs & CO. LLCBroker
October 2006 - October 2021 · 15 yrs
Mercer Allied Company, L.P.Broker
July 2005 - October 2006 · 1 yr 3 mos
State Registrations1 state
NY
Advisor
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Exams
No exam information available for this advisor.