Peter Willem Olson

Employer firm

Columbia Management Investment Advisers, LLC CRD 108257

$502B regulatory AUM 142 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• ASSET LIABILITY MANAGEMENT, CREDIT ANALYSIS & ASSET ALLOCATION SVCS

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

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

Current Employers

Employment History

• 07/2013 → 07/2017
  Unemployed
  Winchester, MA
• 07/2017 → 11/2017
  Foresters Financial Services
  Woburn, MA
• 04/2018 → 09/2019
  Guardian Life Insurance Company
  Providence, RI
• 10/2018 → 09/2019
  Park Avenue Securities
  Providence, RI
• 11/2017 → 03/2018
  Unemployed
  Winchester, MA
• 09/2019 → 04/2021
  Guardian Life Insurance Company
  Northborough, MA
• 09/2019 → 04/2021
  Park Avenue Securities
  Northborough, MA
• 04/2021 → 03/2022
  John Hancock Distributors Llc
  Boston, MA
• 04/2021 → 03/2022
  John Hancock
  Boston, MA
• 03/2022 → Present
  Columbia Management Investment Distributors, Inc
  Boston, MA

Previous Registrations

• 2019-07-26 → 2021-04-21
  Park Avenue Securities Llc
  Cranston, RI
  Northborough, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-09
• S63 Uniform Securities Agent State Law Examination
  2018-11-09

Other Names

• Peter Willem Olson
• Peter Olson
• Peter W Olson