Unclaimed Profile

John Michael Olson

UNION SQUARE INVESTMENT CO·SAN FRANCISCO, California

Series 65Clean record16 years registeredUNION SQUARE INVESTMENT CO

360 POST STREET, SUITE 900, SAN FRANCISCO, CA 94108CRD# 4752950Firm CRD# 111776

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Michael Olson · SAN FRANCISCO, CA

Registration

CRD #4752950 · UNION SQUARE INVESTMENT CO · 16 years registered

Brand Profile

Not yet started

Career History

PITCAIRN

Aug 2025 – present

UNION SQUARE GLOBAL WEALTH MANAGEMENT

Jun 2020 – Jul 2025

SAN FRANCISCO, CA

WETHERBY ASSET MANAGEMENT

Nov 2012 – May 2020

SAN FRANCISCO, CA

CSI CAPITAL MANAGEMENT INC

Oct 2009 – Sep 2011

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 5, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

UNION SQUARE INVESTMENT CO

CRD 111776 · SEC 801-55304

AUM

$355M

Regulatory assets under management

Employees

26 client accounts

Services offered by UNION SQUARE INVESTMENT CO

Per Form ADV

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

Nonprofits & Foundations

View all advisors at UNION SQUARE INVESTMENT CO →

Introduction

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Frequently Asked Questions

What services does John Michael Olson offer?

John Michael Olson specializes in Investment Management, Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are John Michael Olson's credentials?

John Michael Olson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Michael Olson located?

John Michael Olson is based in SAN FRANCISCO, California, working with UNION SQUARE INVESTMENT CO. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does John Michael Olson charge for services?

John Michael Olson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UNION SQUARE INVESTMENT CO?

UNION SQUARE INVESTMENT CO has approximately 7 employees and manages $355M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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