Brian Christopher Talbott

Employer firm

Olio Financial Planning CRD 282355

$601M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

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

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

Current Employers

Employment History

• 06/2003 → 04/2021
  The Vanguard Group, Inc.
  Malvern, PA
• 04/2021 → Present
  Olio Financial Planning
  Mclean, VA

Previous Registrations

• 2014-07-29 → 2021-04-26
  Vanguard Advisers, Inc.
  Malvern, PA
• 2007-01-05 → 2010-04-05
  Vanguard Advisers, Inc.
  Malvern, PA

Other Businesses

1. Advisers Give Back program; investment-related; started in June 2023; provides pro bono financial planning; none during trading hours. 2. Talbott Bookkeeping Services; not investment-related; owner; started in February 2024; provide general bookkeeping services such as setting up chart of accounts, categorizing transactions, analyzing spending/expenses/profitability, etc., producing reports, reconciling accounts, and organizing finances; none during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-07-16

Designations

• Certified Financial Planner

Other Names

• Brian Christopher Talbott