David Olson has been Managing Director, Practice Management of Fifth Third Wealth Advisors since April 2024, is a control person of the firm and directly owns under 5% of it.
Fifth Third Wealth Advisors LLC is a Cincinnati, OH firm with $7.8B under management, 1,498 clients and 58 advisers across 13 offices, as of its July 2026 filing.
David Olson’s longest registration was 5 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2009–2014). Before joining Fifth Third Wealth Advisors in 2024, David Olson was registered through Fifth Third Securities, Inc. and Cetera Investment Advisers LLC.
- – present · 1 yearAtlanta, GA · Adviser representative · Firm CRD 313015
- Fifth Third Securities, Inc.– · 1 yearAtlanta, GA · Adviser representative · Firm CRD 628
- Cetera Investment Advisers LLC– · 3 yearsAtl, GA · Adviser representative · Firm CRD 105644
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 5 yearsAtlanta, GA · Adviser representative · Firm CRD 7691
- Banc of America Investment Services, Inc.– · 1 yearSnellville, GA · Adviser representative · Firm CRD 16361
- Morgan Stanley & Co., Incorporated– · under a yearAtlanta, GA · Adviser representative · Firm CRD 8209
- Morgan Stanley– · under a yearAtlanta, GA · Adviser representative · Firm CRD 7556
- Suntrust Investment Services, Inc.– · 1 yearAtlanta, GA · Adviser representative · Firm CRD 17499
- Merrill Lynch Pierce Fenner & Smith Inc.– · under a yearAtlanta, GA · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
David Olson is registered as an investment adviser representative in 2 states. Each was approved in November 2024.
- GeorgiaSince 6 November 2024
- TexasSince 5 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 November 2024 |
| Series 24 | General Securities Principal Examination | 19 March 2024 |
| Series 53 | Municipal Securities Principal Examination | 19 March 2024 |
| Series 4 | Registered Options Principal Examination | 19 March 2024 |
| Series 7TO | General Securities Representative Examination | 19 March 2024 |
| Series 52TO | Municipal Securities Representative Examination | 19 March 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 14 May 2007 |
| Series 66 | Uniform Combined State Law Examination | 6 April 1998 |
| Series 7 | General Securities Representative Examination | 10 March 1998 |
| Series 3 | National Commodity Futures Examination | 12 February 1996 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Municipal Securities Principal Examination
- Name
- Registered Options Principal Examination
- Name
- General Securities Representative Examination
- Name
- Municipal Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- National Commodity Futures Examination
- Full name
- David C Olson
- CRD
- 2717723
- Firm
- Fifth Third Wealth Advisors · CRD 313015
- Role
- Managing Director, Practice Management
- Office
- 3333 Piedmont Rd, NE, Atlanta, GA 30305
- Registration
- Investment adviser registration
- In the industry since
- February 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does David Olson work?
David Olson has been Managing Director, Practice Management of Fifth Third Wealth Advisors LLC since April 2024, and is a control person of the firm.
Is David Olson a financial advisor?
Yes. David Olson has a current investment-adviser registration in Georgia and Texas, through Fifth Third Wealth Advisors since November 2024.
How many years of experience does David Olson have?
David Olson has 23 years in the financial industry, since February 2003, across 8 adviser firms.
What exams has David Olson passed?
David Olson has passed 10 licensing exams: the Series 3, Series 7, Series 66, Series 31, Series 24, Series 53, Series 4, Series 7TO, Series 52TO and Series 65. The earliest, the Series 3, was passed in February 1996. FINRA credited David Olson with the SIE, which began in October 2018.
Where did David Olson work before Fifth Third Wealth Advisors?
Before Fifth Third Wealth Advisors, David Olson was registered through Fifth Third Securities, Inc., February 2019 to December 2020; Cetera Investment Advisers LLC, September 2015 to January 2019; Merrill Lynch, Pierce, Fenner & Smith Incorporated, October 2009 to November 2014; Banc of America Investment Services, Inc., November 2007 to October 2009; Morgan Stanley & Co., Incorporated, April 2007 to August 2007; Morgan Stanley, January 2007 to April 2007; Suntrust Investment Services, Inc., April 2005 to December 2006; Merrill Lynch Pierce Fenner & Smith Inc., April 2004 to March 2005.
Where is David Olson based?
David Olson’s registered office is in Atlanta, GA.
Is David Olson registered with FINRA?
No. David Olson has no current broker registration.
How can I verify David Olson’s record?
Search CRD 2717723 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Olson’s full registration record.
- Eric HousmanPresident/Managing Member
- Darren EarnhardtChief Operating Officer
- Suzanne TaylorChief Compliance Officer
- Robert BanksManaging Member
- David BriggsManaging Member
- Lori FrischerManaging Member
- Christopher OsmondChief Investment Officer
- Mary ReillyManaging Member
- Jonathan ReynoldsManaging Member
- Keith WatsonManaging Director of Administration and Operations