Stephanie
Olson
Cambridge Investment Research Advisors, Inc
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About this Advisor
Stephanie Olson is a financial advisor operating in San Anselmo, California, with 10 years of experience as a financial advisor. Olson is currently employed by Cambridge Investment Research Advisors, Inc. Over the course of their career, Olson has held roles at Morgan Stanley, California Democratic Party, Toyota Marin, Morgan Stanley Private Bank, National Association, Cambridge Investment Research Advisors, Inc and Cambridge Investment Research, Inc. Olson has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Cambridge Investment Research Advisors, Inc is a financial advisory company that has its headquarters in San Anselmo, California. The company has offices in 2,023 locations and a total of 3,264 employees. It has $82 billion in assets under management between its 382,713 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to five charities and foundations. Of its 382,713 client accounts, just 11% are held by high-net-worth clients who have greater than $1 million in investable assets. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Financial management fees typically vary depending on the type of services provided. Fee types billed by Cambridge Investment Research Advisors, Inc may include asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
$82,247,302,732
3,264
382,713
$214,906
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Market timing services
- Educational seminars/workshops
Stephanie Olson Work History
Stephanie has 10 years of experience.
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Morgan Stanley Private Bank, National Association
Morgan Stanley
California Democratic Party
Toyota Marin
Disclosures
Stephanie Olson has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cambridge Investment Research Advisors, Inc
Phoenix, AZ
Atlanta, GA
Midland, TX
Saint Louis, MO
Fairfield, IA
Pensacola, FL
Northfield, MN
San Anselmo, CA
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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