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RIA / WealthAdvisor28 years in industry

DAVID C OLSON

Advisor at FIFTH THIRD WEALTH ADVISORS LLC

Atlanta, GA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 1
Observed: Apr 14, 2004 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

David C Olson

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FIFTH THIRD WEALTH ADVISORS LLC
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 6, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 2
Exams: S66|S65
First exam: Apr 6, 1998
First registration: Apr 14, 2004
Dual registered: no
Other names: DAVID OLSON|DAVID CARL OLSON
IAPD individual key: 2717723

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FIFTH THIRD WEALTH ADVISORS LLC	Mixed wealth	Nov 5, 2024	n/a	yes	Atlanta, GA	Current employment
FIFTH THIRD SECURITIES, INC.	Bd affiliated wealth	Feb 1, 2019	Dec 23, 2020	no	ATLANTA, GA\|ATLANTA, GA	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Sep 14, 2015	Jan 9, 2019	no	ATLANTA, GA\|ATL, GA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 23, 2009	Nov 24, 2014	no	ALPHARETTA, GA\|ALPHARETTA, GA\|ATLANTA, GA\|LOGANVILLE, GA\|ATLANTA, GA\|LAWRENCEVILLE, GA\|SNELLVILLE, GA\|ALPHARETTA, GA\|ATLANTA, GA\|MIAMI, FL\|ALPHARETTA, GA\|DULUTH, GA\|ATLANTA, GA\|ATHENS, GA\|ALPHARETTA, GA\|CHARLOTTE, NC	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Nov 7, 2007	Oct 23, 2009	no	ATLANTA, GA\|SNELLVILLE, GA\|LAWRENCEVILLE, GA\|LOGANVILLE, GA\|ALPHARETTA, GA	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Aug 31, 2007	no	ATLANTA, GA	Previous registration
MORGAN STANLEY DW INC.	n/a	Jan 19, 2007	Apr 2, 2007	no	ATLANTA, GA	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Apr 6, 2005	Dec 18, 2006	no	ALPHARETTA, GA\|MARIETTA, GA\|ALPHARETTA, GA\|MARIETTA, GA\|ACWORTH, GA\|ATLANTA, GA\|ALPHARETTA, GA\|SMYRNA, GA\|MARIETTA, GA\|ALPHARETTA, GA\|ATLANTA, GA\|ROSWELL, GA\|MARIETTA, GA\|SMYRNA, GA\|MARIETTA, GA\|MARIETTA, GA\|MARIETTA, GA\|ALPHARETTA, GA\|WOODSTOCK, GA\|ATLANTA, GA\|ATLANTA, GA\|ATLANTA, GA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Apr 14, 2004	Mar 18, 2005	no	ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIFTH THIRD SECURITIES, INC.	FIFTH THIRD WEALTH ADVISORS LLC	Dec 23, 2020	Nov 5, 2024	1,413	Firm change after gap	Other
CETERA INVESTMENT ADVISERS LLC	FIFTH THIRD SECURITIES, INC.	Jan 9, 2019	Feb 1, 2019	23	Firm change	Ibd to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CETERA INVESTMENT ADVISERS LLC	Nov 24, 2014	Sep 14, 2015	294	Firm change	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 23, 2009	Oct 23, 2009	0	Bulk transfer	Other
MORGAN STANLEY & CO. LLC	BANC OF AMERICA INVESTMENT SERVICES, INC.	Aug 31, 2007	Nov 7, 2007	68	Firm change	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other
SUNTRUST INVESTMENT SERVICES, INC.	MORGAN STANLEY DW INC.	Dec 18, 2006	Jan 19, 2007	32	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	SUNTRUST INVESTMENT SERVICES, INC.	Mar 18, 2005	Apr 6, 2005	19	Firm change	Other

Relationships

Registered with (8)

→ FIFTH THIRD WEALTH ADVISORS LLCRegistered adviserregistration: current employment
Nov 5, 2024 to presentfactForm ADV
→ FIFTH THIRD SECURITIES, INC.Registered adviserregistration: previous registration
Feb 1, 2019 to Dec 23, 2020factForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Sep 14, 2015 to Jan 9, 2019factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 23, 2009 to Nov 24, 2014factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Nov 7, 2007 to Oct 23, 2009factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Aug 31, 2007factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Jan 19, 2007 to Apr 2, 2007factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Apr 6, 2005 to Dec 18, 2006factForm ADV

Dated events

No dated event names this entity yet.