AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
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 INC. 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.

top-8-questions

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).

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 INC.

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 INC.
DEVINE SECURITIES INC. | MARCO POLO SECURITIES INC.

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

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
New York since 10/26/1998
Firm type
Corporation
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

Direct owners and executive officers

NamePositionCRD#
MARCO POLO EXCHANGE LLCOWNER
CARLSON, STEVEN JACKCHAIRMAN & PRESIDENT, MANAGER OF CORP FIN, AND DIRECTOR2026011
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 INC.

CRD#: 46561Water Mill, NY 11976

TRUST BUT VERIFY

Monitor Oliver Eberstadt

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Walter Pachniuk
Walter PachniukAdvisorCheck Check Mark
TRUSTMONT ADVISORY GROUP, INC.
IAR
RR
NEWTOWN, CT
Bruce Robert Parmenter JR
Bruce ParmenterAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Southgate, MI
Albert Gonzalez
Albert GonzalezAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Dripping Springs, TX
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.