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OE

Oliver R. Eberstadt

IVP CAPITAL
Water Mill, NY 11976
Some features on this profile are disabled
CRD#: 1808170
OE

Professional summary

Oliver Robert Eberstadt is a registered financial professional currently at IVP CAPITAL, LLC located in Water Mill, New York and MARCO POLO SECURITIES LLC located in New York, New York.

Oliver is registered as a RR (Registered Representative) and started their career in finance in 2000. Oliver has worked at 3 firms and has passed the Series 63, Series 99TO, SIE, Series 14 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Oliver Robert Eberstadt's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 17, 2003 - Present

IVP CAPITAL, LLC

Office #1: 337 Noyac Path, Water Mill, NY 11976Office #2: 337 Noyac Path, Water Mill, NY 11976
BD
CRD#: 104197
Water Mill, NY
Current

July 31, 2024 - Present

MARCO POLO SECURITIES LLC

Office #1: 1230 Avenue Of Am 16th Floor, New York, NY 10020
BD
CRD#: 46561
NEW YORK, NY
Past

February 6, 2000 - July 24, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(7/31/2024)
RR
Alaska
(7/31/2024)
RR
Arizona
(7/31/2024)
RR
California
(4/29/2013)
RR
Colorado
(7/31/2024)
RR
Connecticut
(7/31/2024)
RR
Delaware
(7/31/2024)
RR
District of Columbia
(10/18/2024)
RR
Florida
(7/31/2024)
RR
Hawaii
(8/22/2024)
RR
Illinois
(7/31/2024)
RR
Indiana
(7/31/2024)
RR
Iowa
(7/31/2024)
RR
Louisiana
(7/31/2024)
RR
Maine
(8/12/2024)
RR
Maryland
(4/29/2025)
RR
Massachusetts
(7/31/2024)
RR
Michigan
(7/31/2024)
RR
Missouri
(11/21/2024)
RR
Montana
(7/31/2024)
RR
New Jersey
(8/26/2024)
RR
New York
(12/21/2009)
RR
North Carolina
(7/31/2024)
RR
Ohio
(7/31/2024)
RR
Pennsylvania
(7/31/2024)
RR
Rhode Island
(7/31/2024)
RR
Tennessee
(7/31/2024)
RR
Texas
(8/1/2024)
RR
Utah
(7/31/2024)
RR
Virginia
(7/31/2024)
RR
Washington
(7/31/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 12/19/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/22/2004
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

MP
MARCO POLO SECURITIES LLC
DEVINE SECURITIES INC. | MARCO POLO SECURITIES LLC | MARCO POLO SECURITIES INC. | INVESTABLE OCEANS

CRD#: 46561 / SEC#: , 8-51480

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
1230 Avenue Of Am 16th Floor, New York, NY 10020
Mailing Address
1230 Avenue Am 16th Floor, New York, NY 10020
Phone number
(347) 773-4959
Established
Delaware since 12/31/2025
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (35 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
MARCO POLO EXCHANGE INCOWNER
CARLSON, STEVEN JACKCHIEF EXECUTIVE OFFICER2026011
EBERSTADT, OLIVER ROBERTCCO1808170
MACK, ALEXANDER HERBERTFINOP4805607

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MARCO POLO SECURITIES LLC

CRD#: 46561Water Mill, NY 11976

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