Unclaimed Profile

Bryan Joseph Luebbert

OLIVE STREET INVESTMENT ADVISERS, LLC·ST. LOUIS, Missouri

SIE, Series 7, Series 24, Series 63, Series 87CFAClean record19 years registeredOLIVE STREET INVESTMENT ADVISERS, LLC

12555 MANCHESTER ROAD, ST. LOUIS, MO 63131CRD# 3081314Firm CRD# 166710

Profile Verification

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

Identity

Bryan Joseph Luebbert · ST. LOUIS, MO

Registration

CRD #3081314 · OLIVE STREET INVESTMENT ADVISERS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: OLIVE STREET INVESTMENT ADVISERS, LLC

EDWARD JONES

Mar 2008 – Jun 2021

ST. LOUIS, MO

GALLATIN ASSET MANAGEMENT, INC.

Sep 2006 – May 2007

ST. LOUIS, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 87

Registration record

First registered · September 26, 2006

Years registered · 19

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OLIVE STREET INVESTMENT ADVISERS, LLC

CRD 166710 · SEC 801-77754

AUM

$178.2B

Regulatory assets under management

Employees

246

13 client accounts

Services offered by OLIVE STREET INVESTMENT ADVISERS, LLC

Per Form ADV

Portfolio management (pooled investments)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at OLIVE STREET INVESTMENT ADVISERS, LLC →

Introduction

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Frequently Asked Questions

What services does Bryan Joseph Luebbert offer?

Bryan Joseph Luebbert specializes in Investment Management.

What are Bryan Joseph Luebbert's credentials?

Bryan Joseph Luebbert holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Bryan Joseph Luebbert located?

Bryan Joseph Luebbert is based in ST. LOUIS, Missouri, last registered with OLIVE STREET INVESTMENT ADVISERS, LLC.

How does Bryan Joseph Luebbert charge for services?

Bryan Joseph Luebbert's firm is compensated through percentage of aum, other: see schedule d-miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OLIVE STREET INVESTMENT ADVISERS, LLC?

OLIVE STREET INVESTMENT ADVISERS, LLC has approximately 246 employees and manages $178.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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