Unclaimed Profile

David C Olson

FIFTH THIRD WEALTH ADVISORS LLC·CINCINNATI, Ohio

SIE, Series 3, Series 4, Series 7, Series 7TO, Series 24, Series 31, Series 52TO, Series 53, Series 65, Series 66Clean record22 years registeredFIFTH THIRD WEALTH ADVISORS LLC

38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45263CRD# 2717723Firm CRD# 313015

Profile Verification

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

Identity

David C Olson · CINCINNATI, OH

Registration

CRD #2717723 · FIFTH THIRD WEALTH ADVISORS LLC · 22 years registered

Brand Profile

Not yet started

Career History

FIFTH THIRD WEALTH ADVISORS LLC

Nov 2024 – present

FIFTH THIRD SECURITIES, INC.

Feb 2019 – Dec 2020

ATLANTA, GA

CETERA INVESTMENT ADVISERS LLC

Sep 2015 – Jan 2019

ATL, GA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2009 – Nov 2014

ATLANTA, GA

BANC OF AMERICA INVESTMENT SERVICES, INC.

Nov 2007 – Oct 2009

SNELLVILLE, GA

MORGAN STANLEY & CO., INCORPORATED

Apr 2007 – Aug 2007

ATLANTA, GA

MORGAN STANLEY

Jan 2007 – Apr 2007

ATLANTA, GA

SUNTRUST INVESTMENT SERVICES, INC.

Apr 2005 – Dec 2006

ATLANTA, GA

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Apr 2004 – Mar 2005

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 7TO

Series 24

Series 31

Series 52TO

Series 53

Series 65

Series 66

Registration record

First registered · April 14, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIFTH THIRD WEALTH ADVISORS LLC

CRD 313015 · SEC 801-122096

AUM

$572M

Regulatory assets under management

Employees

389 client accounts

Services offered by FIFTH THIRD WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FIFTH THIRD WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does David C Olson offer?

David C Olson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are David C Olson's credentials?

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

Where is David C Olson located?

David C Olson is based in CINCINNATI, Ohio, working with FIFTH THIRD WEALTH ADVISORS LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does David C Olson charge for services?

David C 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 FIFTH THIRD WEALTH ADVISORS LLC?

FIFTH THIRD WEALTH ADVISORS LLC has approximately 47 employees and manages $572M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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