Claim Profile
Unclaimed Profile
AO

Anthony Louis Olivieri

DUNHAM LANE CAPITAL PARTNERS LLC·SCARSDALE, New York
SIE, Series 7, Series 63, Series 65Clean record10 years registeredDUNHAM LANE CAPITAL PARTNERS LLC
2 OVERHILL RD, SCARSDALE, NY 10583CRD# 5547700Firm CRD# 283276

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anthony Louis Olivieri · SCARSDALE, NY
Registration
CRD #5547700 · DUNHAM LANE CAPITAL PARTNERS LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · May 2, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DUNHAM LANE CAPITAL PARTNERS LLC
CRD 283276 · SEC 801-117455
AUM
$98M
Regulatory assets under management
Employees
2
219 client accounts
Services offered by DUNHAM LANE CAPITAL PARTNERS LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
Introduction

Speak with Anthony

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Anthony is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SCARSDALE?

Browse all registered financial advisors in SCARSDALE, New York or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Anthony Louis Olivieri offer?
Anthony Louis Olivieri specializes in Investment Management. Contact their office in SCARSDALE, New York for a consultation.
What are Anthony Louis Olivieri's credentials?
Anthony Louis Olivieri is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony Louis Olivieri located?
Anthony Louis Olivieri is based in SCARSDALE, New York, working with DUNHAM LANE CAPITAL PARTNERS LLC. Their office serves clients in the SCARSDALE metropolitan area and surrounding communities.
How does Anthony Louis Olivieri charge for services?
Anthony Louis Olivieri's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DUNHAM LANE CAPITAL PARTNERS LLC?
DUNHAM LANE CAPITAL PARTNERS LLC has approximately 2 employees and manages $98M 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 →

Other Advisors at DUNHAM LANE CAPITAL PARTNERS LLC