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Advisors / New Jersey / Red Bank
26yrs

Christopher Olson

Financial advisor at RBC Capital Markets

Christopher Olson is a fiduciary financial advisor in Red Bank, New Jersey, with 26 years in the industry. Christopher joined RBC Capital Markets in 2018, after nine years at Morgan Stanley and a year at Citigroup Global Markets. RBC Capital Markets offers financial planning, investment management, and private fund management and is paid through a percentage of assets and flat fees.

One of 722 advisors with offices in Red Bank, and one of 670 fiduciaries.

Red Bank, NJ 07701Fiduciary advisor

At a glance

Experience26 years (since 2000)
How that compares ?More experience than 74% of advisors nationwide
Office328 Newman Springs Road Suite 380, Red Bank, NJ 07701
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.02 million
Advisors at the firm3,840
States licensed ?2 states

Services through RBC Capital Markets

Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2018 – now
  2. 2009 – 2018
    Morgan StanleyPreviously
  3. Nov 2008 – Jun 2009
  4. 2004 – 2008
    MerrillPreviously

Questions to ask Christopher

Tailored to Christopher’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Christopher

How do I contact Christopher?

Call RBC Capital Markets at (212) 858-7000 and ask for Christopher Olson. Christopher works from the Red Bank, NJ office.

How long has Christopher been a financial advisor?

Christopher has been in the industry since 2000, about 26 years. More experience than 74% of advisors nationwide.

What licenses does Christopher hold?

Series 66. Tap any license on this page to see what it allows.

Is Christopher a fiduciary?

Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Christopher paid?

RBC Capital Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Christopher 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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