Olson Investment Advisors, LLC

Investment Advisor
in Seattle, WA
Are you Daniel Goldman? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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



Office Location

520 Pike Street #2225
Seattle, WA 98101-4093

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Olson Investment Advisors, LLC Brokerage Details

Total Assets Under Management


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


WA Average: 46
Total Number of Accounts


WA Average: 1,499
Average Account Size


WA Average: $2,379,338

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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


Daniel Goldman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started