Brandon
Oliver
Oliver Wealth Management
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About this Advisor
Brandon Oliver is a financial advisor working out of Boca Raton, Florida with a total of 1 year of industry experience. Oliver is an advisor for Oliver Wealth Management. Over the course of their career, they have held roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, International Assets Advisory, LLC, Gunpowder Capital Management, LLC Dba Oliver Wealth Management, Hayden Royal LLC and American Wealth Management, Inc. Oliver has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida and Maryland. Oliver Wealth Management is a financial advisory company based out of Boca Raton, FL. The company has offices in two locations and a total of six employees. It administers $248 million in total assets among its 1,490 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 1,490 accounts, just 5% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Oliver Wealth Management provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees largely vary depending on the type of financial services offered. Fees billed by Oliver Wealth Management can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oliver Wealth Management Brokerage Details
$248,115,881
6
1,490
$166,521
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Brandon Oliver Work History
Brandon has been registered as a financial advisor for 1 years.*
Gunpowder Capital Management, LLC Dba Oliver Wealth Management
American Wealth Management, Inc
International Assets Advisory, LLC
Hayden Royal LLC
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brandon Oliver to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Oliver Wealth Management
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Saint Louis, MO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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