Unclaimed Profile

Erik Leif Olsen

CATAMETRICS MANAGEMENT, LLC·WESTPORT, Connecticut

Series 2, Series 3, Series 7, Series 24, Series 63, Series 65Clean record35 years registeredCATAMETRICS MANAGEMENT, LLC

55 GREENS FARMS ROAD, WESTPORT, CT 06880CRD# 2089532Firm CRD# 172584

Profile Verification

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

Identity

Erik Leif Olsen · WESTPORT, CT

Registration

CRD #2089532 · CATAMETRICS MANAGEMENT, LLC · 35 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CATAMETRICS MANAGEMENT, LLC

CATAMETRICS MANAGEMENT, LLC

Jan 2017 – Dec 2018

WESTPORT, CT

CATAMETRICS MANAGEMENT, LLC

Nov 2014 – Dec 2016

WESTPORT, CT

ARQUE ADVISORS, LLC

May 2014 – Dec 2015

MORGAN, VT

FERRELL CAPITAL MANAGEMENT LLC

May 2014 – Dec 2014

GREENWICH, CT

LHO GROUP, INC

Nov 1990 – Dec 2009

WESTPORT, CT

Registrations & Exams

FINRA examinations passed

Series 2

Series 3

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · November 1, 1990

Years registered · 35

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CATAMETRICS MANAGEMENT, LLC

CRD 172584 · SEC 801-80244

AUM

$150K

Regulatory assets under management

Employees

1 client accounts

Services offered by CATAMETRICS MANAGEMENT, LLC

Per Form ADV

Other

View all advisors at CATAMETRICS MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Erik Leif Olsen offer?

Erik Leif Olsen is a registered financial advisor in WESTPORT, Connecticut.

What are Erik Leif Olsen's credentials?

Erik Leif Olsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Erik Leif Olsen located?

Erik Leif Olsen is based in WESTPORT, Connecticut, last registered with CATAMETRICS MANAGEMENT, LLC.

How does Erik Leif Olsen charge for services?

Erik Leif Olsen's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CATAMETRICS MANAGEMENT, LLC?

CATAMETRICS MANAGEMENT, LLC has approximately 4 employees and manages $150K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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