Unclaimed Profile

Robert Lymon Olcott

ORION INVESTMENT ADVISORS, LLC·MCLEAN, Virginia

SIE, Series 3, Series 7, Series 24, Series 63, Series 65Clean record32 years registeredORION INVESTMENT ADVISORS, LLC

1430 SPRING HILL ROAD, MCLEAN, VA 22102CRD# 1191420Firm CRD# 148966

Profile Verification

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

Identity

Robert Lymon Olcott · MCLEAN, VA

Registration

CRD #1191420 · ORION INVESTMENT ADVISORS, LLC · 32 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ORION INVESTMENT ADVISORS, LLC

DIMEO SCHNEIDER & ASSOCIATES LLC

Mar 2018 – Jul 2020

MCLEAN, VA

ORION INVESTMENT ADVISORS, LLC

Apr 2009 – Mar 2018

MCLEAN, VA

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Sep 2005 – Mar 2016

MCLEAN, VA

WACHOVIA SECURITIES, LLC

Jul 2003 – Sep 2005

MCLEAN, VA

PRUDENTIAL SECURITIES INCORPORATED

Nov 1993 – Jul 2003

VIENNA, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · November 17, 1993

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ORION INVESTMENT ADVISORS, LLC

CRD 148966 · SEC 801-70074

AUM

$571M

Regulatory assets under management

Employees

310 client accounts

Services offered by ORION INVESTMENT ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ORION INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Lymon Olcott offer?

Robert Lymon Olcott specializes in Investment Management, Wealth Management.

What are Robert Lymon Olcott's credentials?

Robert Lymon Olcott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Lymon Olcott located?

Robert Lymon Olcott is based in MCLEAN, Virginia, last registered with ORION INVESTMENT ADVISORS, LLC.

How does Robert Lymon Olcott charge for services?

Robert Lymon Olcott'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 ORION INVESTMENT ADVISORS, LLC?

ORION INVESTMENT ADVISORS, LLC has approximately 11 employees and manages $571M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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