Brandon
Oliver

Oliver Wealth Management

CRD#3251099
Investment Advisor
in Towson, MD

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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

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

901 Dulaney Valley Road Suite 701
Towson, MD 21204

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Oliver Wealth Management Brokerage Details

Total Assets Under Management

$290,000,000

MD Average: $6,889,882,315
Total Number of Employees

5

MD Average: 45
Total Number of Accounts

1,500

MD Average: 765
Average Account Size

$193,333

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Brandon Oliver Work History

2021 - Present (3 years)

Gunpowder Capital Management, LLC Dba Oliver Wealth Management

2018 - 2019 (1 year)

American Wealth Management, Inc

2016 - 2017 (1 year)

International Assets Advisory, LLC

2016 - 2021 (5 years)

Hayden Royal LLC

2015 - 2016 (1 year)

Morgan Stanley Private Bank, National Association

2010 - 2016 (6 years)

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

Joseph Plume
Towson, MD
Nathan Mcduffee
Towson, MD
Heath Harris
Towson, MD
Brandon Oliver
Towson, MD

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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