Noelle Elizabeth Olson
Investment adviser representative at Morgan Stanley
12 yearsExperience
2 statesRegistered in
$2TFirm assets
17 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 feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Morgan StanleyJun 2025 to now
- Fidelity InvestmentsJan 2022 to May 2025
- First National Bank MinnesotaJun 2020 to Dec 2021
- Minnesota State University, MankatoMay 2020 to Dec 2021
- Sodexo At Crown CollegeAug 2019 to Mar 2020
- Aramark Facilities Management Services At Crown CollegeMay 2019 to Mar 2020
- Crown CollegeAug 2018 to May 2020
- Dunkin' DonutsSep 2017 to Jan 2019
- Minnesota Valley Lutheran High SchoolAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 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
- 7499224
- Firm CRD
- 149777