# CHARLES LYON OLSON

CHARLES LYON OLSON is an investment adviser representative (IAR) with state registration records since 2004, appearing at 6 firms. Currently registered with CONNECTICUT WEALTH MANAGEMENT, LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CONNECTICUT WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/154310) | 2023-05-04 | present | Yes |
| [PEOPLE'S UNITED ADVISORS, INC.](https://search.stillhousedata.com/firm/292454) | 2018-04-05 | 2022-12-31 | — |
| [PEOPLE'S SECURITIES, INC.](https://search.stillhousedata.com/firm/13704) | 2015-12-07 | 2020-03-31 | — |
| [UVEST FINANCIAL SERVICES GROUP, INC.](https://search.stillhousedata.com/firm/13787) | 2008-05-09 | 2011-10-05 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2007-06-05 | 2007-12-11 | — |
| [UVEST FINANCIAL SERVICES GROUP, INC.](https://search.stillhousedata.com/firm/13787) | 2007-02-13 | 2007-06-06 | — |
| [WEBSTER INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/46588) | 2004-08-04 | 2007-02-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2015356)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2015356.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.