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Thomas Olszak
45 Years of Experience
Ewing, NJ
5 DisclosuresBroker
Thomas Olszak is a registered investment advisor at Wells Fargo Advisors, based in Ewing, NJ, with 45 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
1488 Pennington Rd, Ewing, NJ, 08618
Get directionsHistory
Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2008Settled
Customer Dispute
February 2005Denied
Customer Dispute
October 1992Settled
Customer Dispute
August 1990Settled
Customer Dispute
December 1989Award / Judgment
Employment History
Current Registrations
Wells Fargo Advisors
October 2000 - Present · 26 yrs
Wells Fargo Clearing Services, LLCBroker
October 2000 - Present · 26 yrs
Previous Registrations
First Union Brokerage Services, INC.Broker
May 1999 - October 2000 · 1 yr 5 mos
Prudential Securities IncorporatedBroker
February 1988 - May 1999 · 11 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1982 - February 1988 · 5 yrs 8 mos
Shearson Loeb Rhoades INC.Broker
April 1981 - July 1982 · 1 yr 3 mos
First Jersey Securities, INC.Broker
November 1980 - May 1981 · 6 mos
State Registrations18 states
CACTDCDEFLGAMAMDNCNJNMNYPASCTXVAWAWV
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.
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