Brian Talbott has been an investment adviser representative at Olio Financial Planning since April 2021, and is not listed among the firm’s executive officers or direct owners.
Olio Financial Planning, LLC is a McLean, VA firm with $601M under management, 387 clients and 8 advisers across 2 offices, as of its March 2026 filing.
Brian Talbott’s longest registration was 6 years at Vanguard Advisers, Inc. (2014–2021). Before joining Olio Financial Planning in 2021, Brian Talbott was registered through Vanguard Advisers, Inc. and Vanguard Advisers Inc.
- Throughline Financial PlanningAlso current– present · under a yearDowningtown, PA · Adviser representative · Firm CRD 343344
- Olio Financial PlanningCurrent– present · 5 yearsDowningtown, PA · Adviser representative · Firm CRD 282355
- Vanguard Advisers, Inc.– · 6 yearsMalvern, PA · Adviser representative · Firm CRD 106715
- Vanguard Advisers Inc– · 3 yearsMalvern, PA · Adviser representative · Firm CRD 106715
Investment adviser representative registrations
Brian Talbott is registered as an investment adviser representative in 5 states, as a resident of Texas. The first approvals date from January 2022; the most recent is Texas, in October 2026.
- North CarolinaSince 19 January 2022
- OhioSince 25 January 2022
- PennsylvaniaSince 28 March 2022
- TexasSince 19 January 2022
- TexasResidentSince 19 October 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 27 December 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 July 2003 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 July 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Brian Christopher Talbott
- CRD
- 4600402
- Firm
- Olio Financial Planning · CRD 282355
- Office
- Downingtown, PA
- Registration
- Investment adviser registration
- In the industry since
- July 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Brian Talbott work?
Brian Talbott is an investment adviser representative registered through Olio Financial Planning, LLC since April 2021, and is not listed among the firm’s executive officers or direct owners.
Is Brian Talbott a financial advisor?
Yes. Brian Talbott has a current investment-adviser registration in North Carolina, Ohio, Pennsylvania, Texas and Texas, through Olio Financial Planning since April 2021.
How many years of experience does Brian Talbott have?
Brian Talbott has 23 years in the financial industry, since July 2003, across 3 adviser firms.
What exams has Brian Talbott passed?
Brian Talbott has passed 3 licensing exams: the Series 6, Series 63 and Series 7. The earliest, the Series 6, was passed in July 2003. FINRA credited Brian Talbott with the SIE, which began in October 2018.
Where did Brian Talbott work before Olio Financial Planning?
Before Olio Financial Planning, Brian Talbott was registered through Vanguard Advisers Inc, January 2007 to April 2010.
Where is Brian Talbott based?
Brian Talbott’s registered office is in Downingtown, PA.
Is Brian Talbott registered with FINRA?
No. Brian Talbott has no current broker registration.
How can I verify Brian Talbott’s record?
Search CRD 4600402 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Talbott’s full registration record.