David Olsen has been an investment adviser representative at Global Wealth Management Investment Advisory since November 2017, and is not listed among the firm’s executive officers or direct owners. David Olsen holds a Bachelor of Science in Finance and Economics from Florida State University.
Global Wealth Management Investment Advisory, Inc. is a Fort Lauderdale, FL firm with $723M under management, 1,667 clients and 10 advisers across 5 offices, as of its March 2026 filing.
Dave Olsen is Vice President of Wealth Management at Global Wealth Management. He has more than 10 years of experience in financial services, spanning financial planning, investment strategy and insurance planning. He began his career as a Financial Advisor at Morgan Stanley, later served as a Financial Representative at Northwestern Mutual, and held a Vice President role at 1031 Alternative Group before joining the firm in 2017.
David Olsen’s longest registration is the current one, 8 years at Global Wealth Management Investment Advisory since 2017. Before joining Global Wealth Management Investment Advisory in 2017, David Olsen was registered through Northwestern Mutual Investment Services,llc and Morgan Stanley.
- – present · 8 yearsFort Lauderdale, FL · Adviser representative · Firm CRD 286005
- Northwestern Mutual Investment Services,llc– · 3 yearsFT Lauderdale, FL · Adviser representative · Firm CRD 2881
- Northwestern Mutual Investment Services,llc– · 1 yearFort Lauderdale, FL · Adviser representative · Firm CRD 2881
- Morgan Stanley– · under a yearFt.lauderdal, FL · Adviser representative · Firm CRD 7556
Investment adviser representative registrations
David Olsen is registered as an investment adviser representative in Florida, since November 2017.
- FloridaSince 6 November 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 25 October 2013 |
| Series 7 | General Securities Representative Examination | 24 June 2013 |
| Series 31 | Futures Managed Funds Examination | 4 November 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Futures Managed Funds Examination
- CRD
- 4823650
- Firm
- Global Wealth Management Investment Advisory · CRD 286005
- Office
- 1301 EAST BROWARD BLVD, SUITE 200, Fort Lauderdale, FL 33301
- Registration
- Investment adviser registration
- In the industry since
- April 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- askglobalwealth.com
Where does David Olsen work?
David Olsen is an investment adviser representative registered through Global Wealth Management Investment Advisory, Inc. since November 2017, and is not listed among the firm’s executive officers or direct owners.
Is David Olsen a financial advisor?
Yes. David Olsen has a current investment-adviser registration in Florida, through Global Wealth Management Investment Advisory since November 2017.
How many years of experience does David Olsen have?
David Olsen has 17 years in the financial industry, since April 2009, across 3 adviser firms.
What exams has David Olsen passed?
David Olsen has passed 3 licensing exams: the Series 31, Series 7 and Series 66. The earliest, the Series 31, was passed in November 2004. FINRA credited David Olsen with the SIE, which began in October 2018.
Where did David Olsen work before Global Wealth Management Investment Advisory?
Before Global Wealth Management Investment Advisory, David Olsen was registered through Northwestern Mutual Investment Services,llc, January 2014 to October 2017; Northwestern Mutual Investment Services,llc, January 2006 to March 2007; Morgan Stanley, November 2004 to July 2005.
Where is David Olsen based?
David Olsen’s registered office is in Fort Lauderdale, FL.
Is David Olsen registered with FINRA?
No. David Olsen has no current broker registration.
How can I verify David Olsen’s record?
Search CRD 4823650 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Olsen’s full registration record.
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Christopher ConnessDirector- John ThomasCIO
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