Brandon
Oliver
Oliver Wealth Management
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About this Advisor
Brandon Oliver is a financial advisor based in Towson, Maryland, working with Oliver Wealth Management. Brandon has previously held positions 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. Brandon has passed the Series 66 regulatory exam and is registered to provide services in Florida, Maryland, and Texas. Currently, Brandon is part of Oliver Wealth Management, which operates out of Towson, Maryland. The firm has 2 offices and 5 employees. The firm manages assets totaling $290.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Oliver Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Oliver Wealth Management Brokerage Details
$290,000,000
5
1,500
$193,333
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Brandon Oliver Work History
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
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
Towson, MD
Towson, MD
Towson, MD
Towson, MD
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