Claim Profile
TO

Terrance Oliver

BIDART & ROSS INC·RENO, Nevada
Unclaimed Profile
10391 DOUBLE R BLVD, RENO, NV 89521CRD# 4501509Firm CRD# 104956
01

About

Terrance Oliver is a registered financial advisor based in RENO, Nevada, affiliated with BIDART & ROSS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
BIDART & ROSS INC
BIDART & ROSS INC
AUM
$229M
Regulatory assets under management
Employees
7
Total firm employees
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Regulatory
SEC/IARD CRD# 4501509
Firm CRD# 104956
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in RENO?

Browse all registered financial advisors in RENO, Nevada or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Terrance Oliver offer?
Terrance Oliver specializes in Investment Management. Contact their office in RENO, Nevada for a consultation.
What are Terrance Oliver's credentials?
Terrance Oliver is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terrance Oliver located?
Terrance Oliver is based in RENO, Nevada, working with BIDART & ROSS INC. Their office serves clients in the RENO metropolitan area and surrounding communities.
How does Terrance Oliver charge for services?
Terrance Oliver's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BIDART & ROSS INC?
BIDART & ROSS INC has approximately 7 employees and manages $229M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty