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Colin Daniel Olsen

Cerity Partners LLC

New York, NY

Boston, MA

CRD 8318146

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Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-08-11
  • MA RA
    APPROVED
    Since 2026-08-11

Branch Locations

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

53 State Street 39Th Floor, Boston, MA 02109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gray Private Wealth, Llc Canton MA 05/2022 07/2026
Wellington Management Boston MA 03/2020 05/2022
Wellington Management Boston MA 12/2017 03/2020
Broadridge Financial Solutions Boston MA 07/2017 12/2017
Bny Mellon Asset Management Boston MA 01/2016 07/2017
Cerity Partners Llc New York NY 07/2026 Present
  • 05/2022 → 07/2026
    Gray Private Wealth, Llc
    Canton, MA
  • 03/2020 → 05/2022
    Wellington Management
    Boston, MA
  • 12/2017 → 03/2020
    Wellington Management
    Boston, MA
  • 07/2017 → 12/2017
    Broadridge Financial Solutions
    Boston, MA
  • 01/2016 → 07/2017
    Bny Mellon Asset Management
    Boston, MA
  • 07/2026 → Present
    Cerity Partners Llc
    New York, NY
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

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