Unclaimed Profile

Lynette D Mccloud

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

SIE, Series 7, Series 10, Series 24, Series 63, Series 66Clean record3 years registeredOLIVE STREET INVESTMENT ADVISERS, LLC

12555 MANCHESTER ROAD, ST. LOUIS, MO 63131CRD# 4585136Firm CRD# 166710

Profile Verification

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

Identity

Lynette D Mccloud · ST. LOUIS, MO

Registration

CRD #4585136 · OLIVE STREET INVESTMENT ADVISERS, LLC · 3 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: OLIVE STREET INVESTMENT ADVISERS, LLC

EDWARD JONES

Oct 2022 – Jan 2026

St Louis, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 10

Series 24

Series 63

Series 66

Registration record

First registered · October 19, 2022

Years registered · 3

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 Lynette D Mccloud offer?

Lynette D Mccloud specializes in Investment Management.

What are Lynette D Mccloud's credentials?

Lynette D Mccloud is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lynette D Mccloud located?

Lynette D Mccloud is based in ST. LOUIS, Missouri, last registered with OLIVE STREET INVESTMENT ADVISERS, LLC.

How does Lynette D Mccloud charge for services?

Lynette D Mccloud'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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