Erik P Olson

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

• 01/2014 → 11/2021
  Bank Of New York Mellon
  Pittsburgh, PA
• 11/2021 → Present
  Raymond James Financial Services, Inc.
  Pittsburgh, PA
• 01/2022 → Present
  Raymond James Financial Services Advisors, Inc
  Pittsburgh, PA
• 09/2025 → Present
  The Restoration Farm & Ranch, Llc
  Cranberry Township, PA

Other Businesses

(1) Name of Business: Shorebridge Wealth Management Address: 600 Waterfront Dr Ste 125, Pittsburgh, PA, 15222-4751, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/01/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Registered Representative and Registered Investment Advisor

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-01-05

Designations

• Chartered Financial Analyst