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Peter Willem Olson

Investment adviser representative at Columbia Management Investment Advisers, LLC
13 yearsExperience
1 stateRegistered in
$502.4BFirm assets
40 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

13 years in the industry.

  1. Columbia Management Investment Advisers, LLCMay 2022 to now
  2. Columbia Management Investment Distributors, IncMar 2022 to now
  3. John HancockApr 2021 to Mar 2022
  4. John Hancock Distributors LLCApr 2021 to Mar 2022
  5. Park Avenue SecuritiesOct 2018 to Apr 2021
  6. Guardian Life Insurance CompanyApr 2018 to Apr 2021
  7. UnemployedNov 2017 to Mar 2018
  8. Foresters Financial ServicesJul 2017 to Nov 2017
  9. UnemployedJul 2013 to Jul 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018
  • Series 65 · Uniform Investment Adviser Law2019

State registrations

Registered as an investment adviser representative in 1 state (MA).

Columbia Management Investment Advisers, LLC

$502.4BAssets managed
4,251Clients
201Advisers
40 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6649930
Firm CRD
108257
Advisor's SEC record (opens in a new tab)
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