Catherine V Olson

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → Present
  Morgan Stanley
  Rochester, MN

Other Businesses

*366048 - Rental property; Investment related - Yes; Stewartville, MN ;Real Estate ; Property owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2019; During business hours: 0; After business hours: 0;

Exams

• S66 Uniform Combined State Law Examination
  2023-02-13

Other Names

• Cathy Olson
• Catherine Vivian Maves