Unclaimed Profile

Gary E Oliver

FORTIUS FINANCIAL ADVISORS, LLC·SALT LAKE CITY, Utah

Series 6, Series 7, Series 63, Series 6522 years registeredFORTIUS FINANCIAL ADVISORS, LLC

136 EAST SOUTH TEMPLE, SALT LAKE CITY, UT 84111CRD# 1684175Firm CRD# 128060

Profile Verification

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

Identity

Gary E Oliver · SALT LAKE CITY, UT

Registration

CRD #1684175 · FORTIUS FINANCIAL ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FORTIUS FINANCIAL ADVISORS, LLC

WASATCH FINANCIAL AND INSURANCE SERVICES GROUP, INC.

Dec 2012 – Dec 2014

SALT LAKE CITY, UT

FORTIUS FINANCIAL ADVISORS, LLC

Jul 2004 – Sep 2012

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · July 7, 2004

Years registered · 22

Disclosure History

2016Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FORTIUS FINANCIAL ADVISORS, LLC

CRD 128060 · SEC 801-71571

AUM

$55M

Regulatory assets under management

Employees

345 client accounts

Services offered by FORTIUS FINANCIAL ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at FORTIUS FINANCIAL ADVISORS, LLC →

Introduction

Speak with Gary

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

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

Looking for a financial advisor in SALT LAKE CITY?

Browse all registered financial advisors in SALT LAKE CITY, Utah or claim this profile if it's yours.

Browse SALT LAKE CITY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Gary E Oliver offer?

Gary E Oliver specializes in Investment Management, Retirement Planning, Wealth Management.

What are Gary E Oliver's credentials?

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

Where is Gary E Oliver located?

Gary E Oliver is based in SALT LAKE CITY, Utah, last registered with FORTIUS FINANCIAL ADVISORS, LLC.

How does Gary E Oliver charge for services?

Gary E Oliver's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FORTIUS FINANCIAL ADVISORS, LLC?

FORTIUS FINANCIAL ADVISORS, LLC has approximately 6 employees and manages $55M 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 →