Alexis Olian has been an investment adviser representative at Garrison Point Advisors since February 2025, and is not listed among the firm’s executive officers or direct owners.
Garrison Point Advisors, LLC is a Walnut Creek, CA firm with $597M under management, 290 clients and 5 advisers across 2 offices, as of its April 2026 filing.
Alexis Olian’s longest registration was 8 years at The Humphreys Group (2016–2025). Before joining Garrison Point Advisors in 2025, Alexis Olian was registered through The Humphreys Group.
- Treehouse Wealth AdvisorsCurrent– present · 1 yearSan Francisco, CA · Adviser representative · Firm CRD 292016
- The Humphreys Group– · 8 yearsSan Francisco, CA · Adviser representative · Firm CRD 132415
Investment adviser representative registrations
Alexis Olian is registered as an investment adviser representative in 2 states. Each was approved in February 2025.
- CaliforniaSince 5 February 2025
- TexasSince 5 February 2025
Examinations
No examinations are on Alexis Olian’s record.
- Full name
- Alexis Whitney Olian
- CRD
- 6712308
- Firm
- Garrison Point Advisors · CRD 292016
- Office
- 220 Montgomery Street, Suite 1850, San Francisco, CA 94104
- Registration
- Investment adviser registration
- In the industry since
- October 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Alexis Olian work?
Alexis Olian is an investment adviser representative registered through Garrison Point Advisors, LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Alexis Olian a financial advisor?
Yes. Alexis Olian has a current investment-adviser registration in California and Texas, through Garrison Point Advisors since February 2025.
How many years of experience does Alexis Olian have?
Alexis Olian has 10 years in the financial industry, since October 2016, across 2 adviser firms.
Where did Alexis Olian work before Garrison Point Advisors?
Before Garrison Point Advisors, Alexis Olian was registered through The Humphreys Group, September 2016 to January 2025.
Where is Alexis Olian based?
Alexis Olian’s registered office is in San Francisco, CA.
Is Alexis Olian registered with FINRA?
No. Alexis Olian has no current broker registration.
How can I verify Alexis Olian’s record?
Search CRD 6712308 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alexis Olian’s full registration record.