Unclaimed Profile

Stephen Preston Oliver

DAINTREE ADVISORS LLC·BOSTON, Massachusetts

Series 65Clean record30 years registeredDAINTREE ADVISORS LLC

100 HIGH STREET, BOSTON, MA 02110-1781CRD# 2735378Firm CRD# 153197

Profile Verification

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

Identity

Stephen Preston Oliver · BOSTON, MA

Registration

CRD #2735378 · DAINTREE ADVISORS LLC · 30 years registered

Brand Profile

Not yet started

Career History

CERITY PARTNERS LLC

Feb 2022 – present

DAINTREE ADVISORS LLC

Nov 2010 – Jan 2022

BOSTON, MA

CALIBRE ADVISORY SERVICES INC.

Dec 2004 – May 2010

WALTHAM, MA

TANAGER FINANCIAL SERVICES INC

Dec 1995 – Dec 2004

WALTHAM, MA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 6, 1995

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DAINTREE ADVISORS LLC

CRD 153197 · SEC 801-71166

AUM

$1.3B

Regulatory assets under management

Employees

1,386 client accounts

Services offered by DAINTREE ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at DAINTREE ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Stephen Preston Oliver offer?

Stephen Preston Oliver specializes in Financial Planning, Investment Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Stephen Preston Oliver's credentials?

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

Where is Stephen Preston Oliver located?

Stephen Preston Oliver is based in BOSTON, Massachusetts, working with DAINTREE ADVISORS LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Stephen Preston Oliver charge for services?

Stephen Preston 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 DAINTREE ADVISORS LLC?

DAINTREE ADVISORS LLC has approximately 27 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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