OLSON MOBECK INVESTMENT ADVISORS, INC
CRD #105188 SEC #801-12232 ROCKY HILL, CT 860-563-2368
SEC Registered
Total AUM
$815.1M
Discretionary
$467.5M
Employees
--
Clients
0
Accounts
1,038
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 3, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FALCONE, ALFRED | I | CCO | NA | Control |
| FALCONE, ALFRED | I | CCO | NA | Control |
| HERSHENSON, HERBERT, MALCOLM | I | VICE PRESIDENT | NA | |
| HERSHENSON, HERBERT, MALCOLM | I | VICE PRESIDENT | NA | |
| HERSHENSON, HERBERT, MALCOLM | I | VICE PRESIDENT | NA | |
| HERSHENSON, HERBERT, MALCOLM | I | VICE PRESIDENT | NA | |
| HERSHENSON, HERBERT, MALCOLM | I | VICE PRESIDENT | NA | |
| HOFFMANN, BERNHARD | I | VICE PRESIDENT | NA | |
| HOFFMANN, BERNHARD | I | VICE PRESIDENT | NA | |
| HOFFMANN, BERNHARD | I | VICE PRESIDENT | NA | |
| HOFFMANN, BERNHARD | I | VICE PRESIDENT | NA | |
| HOFFMANN, BERNHARD | I | VICE PRESIDENT | NA | |
| HORN, GAYLORD, GRAY | I | MANAGING DIRECTOR | NA | Control |
| HUEBNER, BRYAN, JOSEPH | I | DIRECTOR | NA | Control |
| HUEBNER, BRYAN, JOSEPH | I | DIRECTOR | NA | Control |
| HUEBNER, BRYAN, JOSEPH | I | DIRECTOR | NA | Control |
| HUEBNER, BRYAN, JOSEPH | I | DIRECTOR | NA | Control |
| HUEBNER, BRYAN, JOSEPH | I | DIRECTOR | NA | Control |
| HUEBNER, BRYAN, JOSEPH | I | DIRECTOR | NA | Control |
| HUEBNER, BRYAN, JOSEPH | I | DIRECTOR | NA | Control |
| HUEBNER, BRYAN, JOSEPH | I | DIRECTOR | NA | Control |
| HYLINSKI, THOMAS, E. | I | DIRECTOR | NA | Control |
| HYLINSKI, THOMAS, E. | I | DIRECTOR | NA | Control |
| HYLINSKI, THOMAS, E. | I | DIRECTOR | NA | Control |
| HYLINSKI, THOMAS, E. | I | DIRECTOR | NA | Control |
| HYLINSKI, THOMAS, E. | I | DIRECTOR | NA | Control |
| KIRSCHENBAUM, PETER, JAY | I | SECY/TREASURER/VP/DIRECTOR | NA | Control |
| KIRSCHENBAUM, PETER, JAY | I | SECY/TREASURER/VP/DIRECTOR | NA | Control |
| KLEIN, JOHN, ALBERT | I | CHAIRMAN/DIRECTOR | NA | Control |
| KLEIN, JOHN, ALBERT | I | CHAIRMAN/DIRECTOR | NA | Control |
| KLEIN, JOHN, ALBERT | I | CHAIRMAN/DIRECTOR | NA | Control |
| KLEIN, JOHN, ALBERT | I | CHAIRMAN/DIRECTOR | NA | Control |
| KLEIN, JOHN, ALBERT | I | CHAIRMAN/DIRECTOR | NA | Control |
| KLEIN, JOHN, ALBERT | I | CHAIRMAN/DIRECTOR | NA | Control |
| KLEIN, JOHN, ALBERT | I | CHAIRMAN/DIRECTOR | NA | Control |
| KLEIN, JOHN, ALBERT | I | CHAIRMAN/DIRECTOR | NA | Control |
| MELLO, CARLOS, ROBERT | I | PRESIDENT/DIRECTOR | NA | Control |
| MOBECK, ROBERT, JOHN | I | PRESIDENT/DIRECTOR | NA | Control |
| MOBECK, ROBERT, JOHN | I | SECY/TREAS./DIRECTOR | NA | Control |
| MOBECK, ROBERT, JOHN | I | SECY/TREAS./DIRECTOR | NA | Control |
| MOBECK, ROBERT, JOHN | I | SECY/TREAS./DIRECTOR | NA | Control |
| MOBECK, ROBERT, JOHN | I | SECY/TREAS./DIRECTOR | NA | Control |
| MOBECK, ROBERT, JOHN | I | PRESIDENT/DIRECTOR | NA | Control |
| MOBECK, ROBERT, JOHN | I | SECY/TREAS./DIRECTOR | NA | Control |
| MOBECK, ROBERT, JOHN | I | SECY/TREAS/DIRECTOR/VP | NA | Control |
| OLSON, ROLF, HUMPHREY | I | PRESIDENT/DIRECTOR | NA | Control |
| OLSON, ROLF, HUMPHREY | I | PRESIDENT/DIRECTOR | NA | Control |
| OLSON, ROLF, HUMPHREY | I | PRESIDENT/DIRECTOR | NA | Control |
| OLSON, ROLF, HUMPHREY | I | PRESIDENT/DIRECTOR | NA | Control |
| OLSON, ROLF, HUMPHREY | I | PRESIDENT/DIRECTOR | NA | Control |
| PEOPLE'S MUTUAL HOLDINGS | DE | MAJORITY PARENT OF PEOPLE'S BANK | NA | Control |
| PERRY, ROGER, L. | I | DIRECTOR | NA | Control |
| PERRY, ROGER, L. | I | DIRECTOR | NA | Control |
| PERRY, ROGER, L. | I | DIRECTOR | NA | Control |
| PERRY, ROGER, L. | I | DIRECTOR | NA | Control |
| PERRY, ROGER, L. | I | DIRECTOR | NA | Control |
| PERRY, ROGER, L. | I | DIRECTOR | NA | Control |
| PERRY, ROGER, L. | I | DIRECTOR | NA | Control |
| PERRY, ROGER, L. | I | DIRECTOR | NA | Control |
| PEOPLES BANK | DE | PARENT | E | Control |
| PEOPLES BANK | DE | PARENT | E | Control |
| PEOPLES BANK | DE | PARENT | E | Control |
| PEOPLES BANK | DE | PARENT | E | Control |
| PEOPLES BANK | DE | PARENT | E | Control |
| PEOPLES BANK | DE | PARENT | E | Control |
| PEOPLES BANK | DE | PARENT | E | Control |
| PEOPLES BANK | DE | PARENT | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| PEOPLE'S MUTUAL HOLDINGS | DE | PEOPLE'S BANK | D | Control |
| PEOPLE'S MUTUAL HOLDINGS | DE | PEOPLE'S BANK | D | Control |
| PEOPLE'S MUTUAL HOLDINGS | DE | PEOPLE'S BANK | D | Control |
| PEOPLE'S MUTUAL HOLDINGS | DE | PEOPLE'S BANK | D | Control |
| PEOPLE'S MUTUAL HOLDINGS | DE | PEOPLE'S BANK | D | Control |
| PEOPLE'S MUTUAL HOLDINGS | DE | PEOPLE'S BANK | D | Control |
| PEOPLE'S MUTUAL HOLDINGS | DE | PEOPLE'S BANK | D | Control |
Registrations
Federal
IA
Jun 3, 2005 REGISTERED
Notice Filings (9)
CA CT FL MA NH RI TX VA VT
Address
35 COLD SPRING ROAD STE 112ROCKY HILL, CT 6067
USA
Phone: 860-563-2368