MO
MO

Matthew Olson

18 Years of Experience
New Orleans, LA
Broker

Matthew Olson is a registered investment advisor, based in New Orleans, LA, with 18 years of industry experience.

Location

858 Camp Street, New Orleans, LA, 70130

Get directions

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.

Learn about disclosures →
Other Business Activities

Matthew is a member of Bald Eagle 135 LLC, established to purchase a lake house, spending a few hours per week on it. He also works as a notary, dedicating minimal time per quarter, and serves as a board member for Alpha Tau Omega Fraternity, spending minimal time per month.

Employment History
Current Registrations
Newedge Advisors
July 2025 - Present · 10 mos
Newedge Securities, LLCBroker
July 2025 - Present · 10 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
October 2010 - July 2025 · 14 yrs 9 mos
Stifel, Nicolaus & Company, IncorporatedBroker
October 2010 - July 2025 · 14 yrs 9 mos
Wells Fargo Advisors, LLC
May 2008 - October 2010 · 2 yrs 5 mos
Wells Fargo Advisors, LLCBroker
March 2008 - October 2010 · 2 yrs 7 mos
State Registrations18 states
AZCACOFLILINKSMNMONENVNYOKORSCTNTXWI
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.
Matthew Olson - Financial Advisor | TrueAdvisor