Nathan
Mcduffee
Oliver Wealth Management
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About this Advisor
Nathan Mcduffee is a certified financial planner and chartered financial consultant working out of Boca Raton, Florida. Mcduffee is an advisor for Oliver Wealth Management. During their career, the advisor has held roles at Akers Financial Group, Sherwin-Williams Company, College Works Painting, Depaul University, Oliver Wealth Management, Arkadios Wealth Advisors and Kalos Management. Mcduffee has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Maryland. Oliver Wealth Management is an advisory company that has its headquarters in Boca Raton, FL. It has offices in two locations and a total of six employees. It manages $248 million in assets under management among its 1,490 customer accounts, placing it among 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 investable assets. Oliver Wealth Management offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services typically vary depending on the type of financial services. However, fee types charged by Oliver Wealth Management most likely are comprised of 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
Nathan Mcduffee Work History
Nathan has been registered as a financial advisor for 0 years.*
Oliver Wealth Management
Arkadios Wealth Advisors
Kalos Management
Akers Financial Group
Sherwin-Williams Company
Sherwin-Williams Company
College Works Painting
Depaul University
*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 Nathan Mcduffee 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
