Sheryl
Reibman Hoyt

Olson Investment Advisors, LLC

CRD#2010387
Investment Advisor
in Seattle, WA

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About this Advisor

Sheryl Reibman Hoyt is a financial advisor working out of Seattle, Washington, with 30 years of experience as a financial advisor. Reibman Hoyt is an employee of Olson Investment Advisors, LLC. Throughout their career, they have worked at Sharebuilder Securities Corp, Kroger, Western Governors University, Olson Investment Advisors LLC, First Allied Securities, Inc, D.A. Davidson & Co, Bellevue College/Home and Amazon.Com. Reibman Hoyt holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to serve investors in Arizona, California, Texas and Washington. Olson Investment Advisors, LLC is a financial advisory company based in Seattle, Washington. It manages $134 million in assets among its 386 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 386 client accounts, 25% are associated with high-net-worth investors who have more than $1 million in assets. The firm provides portfolio management for individuals and small businesses. Fees for financial advice typically are based on which service is offered. However, fee types billed by Olson Investment Advisors, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

30 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

520 Pike Street Suite 2225
Seattle, WA 98101-4093

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Olson Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$134,435,640

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

2

WA Average: 46
Total Number of Accounts

386

WA Average: 1,499
Average Account Size

$348,279

WA Average: $2,379,338

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Sheryl Reibman Hoyt Work History

Sheryl has 30 years of experience.

2019 - Present (2 years)

Olson Investment Advisors LLC

2019 - Present (2 years)

First Allied Securities, Inc

2019 - 2019 (< 1 year)

Kroger

2018 - 2019 (1 year)

Western Governors University

2018 - 2018 (< 1 year)

D.A. Davidson & Co

2018 - 2019 (1 year)

Amazon.Com

2017 - 2018 (1 year)

Bellevue College/Home

2007 - 2017 (10 years)

Sharebuilder Securities Corp

Disclosures

Sheryl Reibman Hoyt has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Olson Investment Advisors, LLC

Daniel Goldman
Seattle, WA
Sheryl Reibman Hoyt
Seattle, WA
Dwight Olson
Seattle, WA

This content was compiled from the SEC and FINRA.

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