Unclaimed Profile

Robert Evan Oliver

VERITY WEALTH ADVISORS, LLC·SAUSALITO, California

Series 3, Series 7, Series 9, Series 10, Series 55, Series 63Clean record22 years registeredVERITY WEALTH ADVISORS, LLC

ONE HARBOR DRIVE, SAUSALITO, CA 94965CRD# 2407919Firm CRD# 126742

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Evan Oliver · SAUSALITO, CA

Registration

CRD #2407919 · VERITY WEALTH ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

VERITY WEALTH ADVISORS, LLC

Jan 2004 – present

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 9

Series 10

Series 55

Series 63

Registration record

First registered · January 14, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VERITY WEALTH ADVISORS, LLC

CRD 126742 · SEC 801-62022

AUM

$218M

Regulatory assets under management

Employees

54 client accounts

Services offered by VERITY WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VERITY WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Evan Oliver offer?

Robert Evan Oliver specializes in Financial Planning, Investment Management. Contact their office in SAUSALITO, California for a consultation.

What are Robert Evan Oliver's credentials?

Robert Evan Oliver is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Evan Oliver located?

Robert Evan Oliver is based in SAUSALITO, California, working with VERITY WEALTH ADVISORS, LLC. Their office serves clients in the SAUSALITO metropolitan area and surrounding communities.

How does Robert Evan Oliver charge for services?

Robert Evan Oliver's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VERITY WEALTH ADVISORS, LLC?

VERITY WEALTH ADVISORS, LLC has approximately 2 employees and manages $218M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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