Daniel
Goldman

Olson Investment Advisors, LLC

CRD#2217350
Investment Advisor
in Seattle, WA
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About this Advisor

Daniel Goldman is a chartered financial analyst working in Seattle, Washington, who has been in the industry for 12 years. Goldman is an employee of Olson Investment Advisors, LLC. Their career trajectory has included roles at First Allied Securities, Inc and Olson Investment Advisors, LLC. Goldman holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to serve investors in Texas and Washington. Olson Investment Advisors, LLC is a firm that has its headquarters in Seattle, Washington. It oversees $130 million in assets under management across its 397 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 397 customer accounts, 15% belong to high-net-worth clients who have greater than $1 million in investable assets. Olson Investment Advisors, Llc provides portfolio management for individuals and small businesses. A financial advisor's fee schedules typically vary depending on which services are offered. However, fees charged by Olson Investment Advisors, LLC most likely are comprised of some combination of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

520 Pike Street #2225
Seattle, WA 98101-4093

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Olson Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$131,908,558

WA Average: $3,566,627,242
Total Number of Employees

4

WA Average: 46
Total Number of Accounts

393

WA Average: 1,499
Average Account Size

$335,645

WA Average: $2,379,338

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Daniel Goldman Work History

Daniel has 12 years of experience.

2011 - Present (8 years)

Olson Investment Advisors, LLC

2006 - Present (13 years)

First Allied Securities, Inc

Disclosures

Daniel Goldman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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