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Oliver Andreas Bergmann

INDEXPERTS, LLC·CHARLOTTE, North Carolina
SIE, Series 3, Series 4, Series 7, Series 14, Series 24, Series 63, Series 65, Series 79TOClean record2 years registeredINDEXPERTS, LLC
516 NORTH TRYON STREET, CHARLOTTE, NC 28202CRD# 1842154Firm CRD# 314858

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Oliver Andreas Bergmann · CHARLOTTE, NC
Registration
CRD #1842154 · INDEXPERTS, LLC · 2 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: INDEXPERTS, LLC
INDEXPERTS, LLC
Feb 2024 – Jun 2024
Stamford, CT
LINDEN THOMAS ADVISORY SERVICES, LLC
Feb 2024 – Jun 2024
Stamford, CT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 4
Series 7
Series 14
Series 24
Series 63
Series 65
Series 79TO
Registration record
First registered · February 5, 2024
Years registered · 2
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INDEXPERTS, LLC
CRD 314858 · SEC 801-121667
Employees
2
Total firm employees
Services offered by INDEXPERTS, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at INDEXPERTS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Oliver Andreas Bergmann offer?
Oliver Andreas Bergmann specializes in Investment Management, Fee-Only Advisory.
What are Oliver Andreas Bergmann's credentials?
Oliver Andreas Bergmann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Oliver Andreas Bergmann located?
Oliver Andreas Bergmann is based in CHARLOTTE, North Carolina, last registered with INDEXPERTS, LLC.
How does Oliver Andreas Bergmann charge for services?
Oliver Andreas Bergmann's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INDEXPERTS, LLC?
INDEXPERTS, LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.
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David Lee Hunt
CHARLOTTE, NC
Stephen Linden Thomas
CHARLOTTE, NC

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Research
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