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Advisors / New York / Amsterdam
2yrs

Ryan Olsen

Financial advisor at LPL Financial

Ryan Olsen is a fiduciary financial advisor in Amsterdam, New York, with 2 years in the industry. Ryan joined LPL Financial in 2024, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 9 advisors with offices in Amsterdam, and one of 6 fiduciaries.

Amsterdam, NY 12010Fiduciary advisor
Call LPL FinancialDirections

At a glance

Experience2 years (since 2024)
How that compares ?2 years in the industry
Office4809 State Highway 30, Amsterdam, NY 12010
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state

Services through LPL Financial

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational 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. 2024 – now
    LPL Financial LLCCurrent firm

Questions to ask Ryan

Tailored to Ryan’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  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. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Ryan

How do I contact Ryan?

Call LPL Financial at (704) 733-3300 and ask for Ryan Olsen. Ryan works from the Amsterdam, NY office.

How long has Ryan been a financial advisor?

Ryan has been in the industry since 2024, about 2 years. 2 years in the industry.

What licenses does Ryan hold?

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

Is Ryan a fiduciary?

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

How is Ryan paid?

LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ryan 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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