Charles Lyon Olson

Current Employers

Employment History

• 03/2014 → Present
  People's United Bank, Na
  Bridgeport, CT
• 12/2015 → Present
  People's Securities, Inc.
  Bridgeport, CT
• 04/2018 → Present
  People's United Advisors, Inc
  Bridgeport, CT
• 03/2013 → 04/2023
  Wilmington Trust
  Hartford, CT
• 05/2023 → Present
  Connecticut Wealth Management, Llc
  Farmington, CT

Previous Registrations

• 2018-04-05 → 2022-12-31
  People'S United Advisors, Inc.
  Hartford, CT
• 2015-12-07 → 2020-03-31
  People'S Securities, Inc.
  Hartford, CT
  Bridgeport, CT
• 2008-05-09 → 2011-10-05
  Uvest Financial Services Group, Inc.
  Hartford, CT
• 2007-06-05 → 2007-12-11
  Banc Of America Investment Services, Inc.
  Hartford, CT
• 2007-02-13 → 2007-06-06
  Uvest Financial Services Group, Inc.
  Hartford, CT
• 2004-08-04 → 2007-02-13
  Webster Investment Services, Inc.
  Hartford, CT
  Hartford, CT

Other Businesses

Charles serves on the United Way of the Capital Area Investment Committee, but it's a volunteer position.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-12-23
• S66 Uniform Combined State Law Examination
  2004-03-04

Designations