Unclaimed Profile

Matthew S. Olver

SPERO-SMITH INVESTMENT ADVISERS, INC.·CLEVELAND, Ohio

Clean record25 years registeredSPERO-SMITH INVESTMENT ADVISERS, INC.

50 PUBLIC SQUARE, CLEVELAND, OH 44113CRD# 4350405Firm CRD# 105428

Profile Verification

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

Identity

Matthew S. Olver · CLEVELAND, OH

Registration

CRD #4350405 · SPERO-SMITH INVESTMENT ADVISERS, INC. · 25 years registered

Brand Profile

Not yet started

Career History

CERITY PARTNERS LLC

Dec 2016 – present

SPERO-SMITH INVESTMENT ADVISERS, INC.

Jul 2001 – Oct 2016

CLEVELAND, OH

Registrations & Exams

Registration record

First registered · July 12, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SPERO-SMITH INVESTMENT ADVISERS, INC.

CRD 105428 · SEC 801-20893

AUM

$810M

Regulatory assets under management

Employees

1,640 client accounts

Services offered by SPERO-SMITH INVESTMENT ADVISERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

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 SPERO-SMITH INVESTMENT ADVISERS, INC. →

Introduction

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Frequently Asked Questions

What services does Matthew S. Olver offer?

Matthew S. Olver specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.

What are Matthew S. Olver's credentials?

Matthew S. Olver is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew S. Olver located?

Matthew S. Olver is based in CLEVELAND, Ohio, working with SPERO-SMITH INVESTMENT ADVISERS, INC.. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.

How does Matthew S. Olver charge for services?

Matthew S. Olver's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SPERO-SMITH INVESTMENT ADVISERS, INC.?

SPERO-SMITH INVESTMENT ADVISERS, INC. has approximately 15 employees and manages $810M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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