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Odette Olson

10 Years of Experience
Hilton Head, SC
Broker

Odette Olson is a registered investment advisor at Morgan Stanley, based in Hilton Head, SC, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

Hilton Head, SC

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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

Odette is a board member of Spertus Institute, a non-profit organization, since February 2017. This activity requires minimal time and is investment-related.

Employment History
Current Registrations
Morgan StanleyBroker
December 2018 - Present · 7 yrs 5 mos
Morgan Stanley
December 2018 - Present · 7 yrs 5 mos
Morgan Stanley
September 2018 - Present · 7 yrs 8 mos
Previous Registrations
Rappaport Reiches Capital Management,
December 2016 - November 2018 · 1 yr 11 mos
Alfs, INC.Broker
September 2007 - March 2009 · 1 yr 6 mos
State Registrations48 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.
Odette Olson - Financial Advisor | TrueAdvisor