Next-Gen + Best-in-State · rank 64 · New York, New York · listed firm: Merrill Wealth Management
Identity & firm
- Firm — Merrill Wealth Management (The Olson Group) (high)
- “"firmName": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED"” — sec_finra_regulatory
- “The Olson Group Merrill Lynch Wealth Management 1 Bryant Park Floor 48 New York NY 10036” — firm_official
- Parent company — Bank of America (high)
- “Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage al” — firm_official
- Firm type — wirehouse (high)
- “"firmName": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED", "iaOnly": "N", "registrationBeginDate": "9/24/2014", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE"” — sec_finra_regulatory
- Team name — The Olson Group (high)
- “The objective of our team is to provide a sophisticated, boutique private wealth experience, backed by the intellectual capital and vast resources of a global wealth management institution.” — firm_official
- Team size — 9 (high)
- “Kyle Olson Managing Director , Senior Financial Advisor 212.303.4015 ... Alexander Galasso , CPFA®, CRPC™ Senior Vice President , Senior Financial Advisor ... Kyle Cholawa , AWMA®, CFP® Assistant Vice President , Investm” — firm_official
- CRD — 6205568 (high)
- “"individualId": 6205568, "firstName": "KYLE", "middleName": "E", "lastName": "OLSON", "otherNames": ["KYLE ERICA OLSON"], "bcScope": "Active", "iaScope": "Active"” — sec_finra_regulatory
- Years experience — 11 (high)
- “"daysInIndustryCalculatedDate": "9/23/2014"” — sec_finra_regulatory
- Designations — — (high)
- “Kyle Olson Managing Director , Senior Financial Advisor 212.303.4015 212.303.4015 Get in touch icon/control/launch copy View bio Alexander Galasso , CPFA®, CRPC™ Senior Vice President , Senior Financial Advisor” — firm_official
Book of business
- Team AUM ($M) — 3300 (high)
- “Team Assets (Custodied): $3.3B” — forbes_shook
- Account minimum ($M) — 3 (high)
- “Min Account Size For New Business: $3M” — forbes_shook
- Typical client net worth ($M) — 30 (high)
- “Typical Net Worth Of Relationships: $10-50M” — forbes_shook
- Client niche — multigenerational ultra-high-net-worth families and business owners (medium)
- “Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations?” — firm_official
- “Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “"firmName": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED", "iaOnly": "N"” — sec_finra_regulatory
- “being transparent by making possibilities, fees and risks clear” — firm_official
Positioning & marketing
- Website url — https://advisor.ml.com/sites/ny/ny-pwm-midtown/the-olson-group (high)
- “The Olson Group Merrill Lynch Wealth Management 1 Bryant Park Floor 48 New York NY 10036 Visit us (212) 303.4010” — firm_official
- Value proposition (verbatim) — The objective of our team is to provide a sophisticated, boutique private wealth experience, backed by the intellectual capital and vast resources of a global wealth management institution. The value we provide is built around the deep relationships we cultivate, the thoughtful strategies we develop, and the highly personalized level of service we provide. (high)
- “The objective of our team is to provide a sophisticated, boutique private wealth experience, backed by the intellectual capital and vast resources of a global wealth management institution. The value we provide is built ” — firm_official
- Differentiators — boutique private wealth experience backed by a global institution, deep, long-cultivated client relationships, highly personalized level of service, mission to understand the client first, before strategy, educating the younger generation about investments and the markets (high)
- “The value we provide is built around the deep relationships we cultivate, the thoughtful strategies we develop, and the highly personalized level of service we provide.” — firm_official
- “Our mission, first and foremost, is to understand you and what matters most to you.” — firm_official
- Content marketing — occasional (medium)
- “that can help you prepare for potential opportunities and risks in the second half of 2026 and beyond. Watch now” — firm_official
- Has podcast — no (medium)
- “The Olson Group Welcome Recognition About Us Meet Our Team Insights About Merrill” — firm_official
- Books published — 0 (medium)
- “Kyle Olson Managing Director , Senior Financial Advisor Financial Planning's "Top 40 Brokers Under 40", 2024-2026” — firm_official
- Linkedin url — https://www.linkedin.com/in/kyle-olson-0bb02677 (high)
- “Senior Financial Advisor at Merrill Lynch Wealth Management” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “Senior Financial Advisor at Merrill Lynch Wealth Management” — social_or_third_party_db
- Press awards — Financial Planning "Top 40 Brokers Under 40", 2024-2026 (#16 in 2026), Barron's "Top 1,500 Financial Advisors", 2026 (team), Barron's "Top 100 Financial Advisors", 2005-2018 (John Olson, team), Barron's "Hall of Fame", 2019 (John Olson, team) (high)
- “Kyle Olson Managing Director , Senior Financial Advisor Financial Planning's "Top 40 Brokers Under 40", 2024-2026 (Published annually in Q1. Rankings based on data as of September 30 of prior year.)” — firm_official
- “Barron’s “Top 1,500 Financial Advisors”, 2026 (Published on March 20, 2026. Rankings based on data as of September 30, 2025.)” — firm_official
Visual brand
- Has distinct logo — no (medium)
- “<img style="object-fit:contain;object-position:center;max-width:682px;width:100%;aspect-ratio:682 / 384" src="https://dyn.mktgcdn.com/p/I3xXp8BmrKjsw7E2IEDeksTySCWDx6jATzFrGGP5ixM/width=500,height=500"” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Merrill corporate template: white ground, navy type, the bull mark as sole logo. Large full-bleed headshots and lifestyle photography; clean sans-serif; no team-specific palette or mark. (medium)
- “The Olson Group Welcome Recognition About Us Meet Our Team Insights About Merrill On this page navigate to... Welcome” — firm_official