Unclaimed Profile

Oliver Roane Cross

VERUM PARTNERS LLC·CHARLOTTE, North Carolina

SIE, Series 7, Series 66Clean record15 years registeredVERUM PARTNERS LLC

2333 RANDOLPH ROAD, CHARLOTTE, NC 28207CRD# 5837438Firm CRD# 301058

Profile Verification

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

Identity

Oliver Roane Cross · CHARLOTTE, NC

Registration

CRD #5837438 · VERUM PARTNERS LLC · 15 years registered

Brand Profile

Not yet started

Career History

VERUM PARTNERS LLC

May 2019 – present

CAROLINAS INVESTMENT CONSULTING LLC

Oct 2010 – May 2019

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 26, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VERUM PARTNERS LLC

CRD 301058 · SEC 801-115236

AUM

$740M

Regulatory assets under management

Employees

1,287 client accounts

Services offered by VERUM PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VERUM PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Oliver Roane Cross offer?

Oliver Roane Cross specializes in Financial Planning, Investment Management. Contact their office in CHARLOTTE, North Carolina for a consultation.

What are Oliver Roane Cross's credentials?

Oliver Roane Cross is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Oliver Roane Cross located?

Oliver Roane Cross is based in CHARLOTTE, North Carolina, working with VERUM PARTNERS LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.

How does Oliver Roane Cross charge for services?

Oliver Roane Cross's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VERUM PARTNERS LLC?

VERUM PARTNERS LLC has approximately 13 employees and manages $740M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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