Morgan Stanley
47yrs
Top advisor by experience in New York
18yrs
Lawrence Olson is a financial advisor in New York, New York, with 18 years in the industry. Lawrence joined Oppenheimer & Co. in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Lawrence holds the CFA designation.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 64% of advisors in New York
Office85 Broad Street 25th Floor,26th Floor, New York, NY 10004
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$609,565
Advisors at the firm1,160
States licensed ?1 state
Services through Oppenheimer & Co.
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2023 – nowOppenheimer & Co. Inc.Current firm
Contact Lawrence
(212) 668-8000Oppenheimer & Co. main office 85 Broad Street 25th Floor,26th FloorNew York, NY 10004Office · Get directions Firm websiteHTTP://WWW.OPPENHEIMER.COM
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Questions to ask Lawrence
Tailored to Lawrence’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Lawrence
How do I contact Lawrence?
Call Oppenheimer & Co. at (212) 668-8000 and ask for Lawrence Olson. Lawrence works from the New York, NY office.
How long has Lawrence been a financial advisor?
Lawrence has been in the industry since 2008, about 18 years. More experience than 64% of advisors in New York.
What licenses does Lawrence hold?
Series 63. Tap any license on this page to see what it allows.
Is Lawrence a fiduciary?
Lawrence is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Lawrence paid?
Oppenheimer & Co. reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Lawrence for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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