Unclaimed Profile

Stephen Preston Oliver

DAINTREE ADVISORS LLC·BOSTON, Massachusetts

Clean recordDAINTREE 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Stephen Preston Oliver is a registered financial advisor based in BOSTON, Massachusetts, affiliated with DAINTREE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

DAINTREE ADVISORS LLC

AUM

$1.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at DAINTREE ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2735378

Firm CRD# 153197

View on FINRA BrokerCheck →

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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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