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MO

Marc A. Oliver

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CRD#: 1848913
MO

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Marc A Oliver, who also goes by Marc Antonio Oliver, was a registered financial professional .

Marc is a previously registered financial professional and started their career in finance in 1989. Marc had worked at 15 firms and has passed the Series 65, Series 63, SIE, Series 55, Series 5, Series 15, Series 3, Series 7, Series 27, Series 53, Series 14, Series 10, Series 4, Series 24 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Marc Antonio Oliver

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.
FINRA ARBITRATION PANELIST. INVESTMENT RELATED. ON AN AS-NEEDED BASIS. HOURS VARY. LOS ANGELES FINRA DISTRICT OFFICE. GERSON LEHRMAN GROUP LLC (GLG INC.), 60 EAST 42ND STREET, NEW YORK, NY 10165; NON-INVESTMENT RELATED, PROFESSIONAL CONSULTING-FINANCIAL MARKETS, START DATE MAY 2017, LESS THAN 15 HOURS PER MONTH, ZERO HOURS DURING TRADING HOURS, Daehan Securities Inc, California Registered Investment Advisor, Chief Compliance Officer/ SVP (Part-time), Less than 40 Hours a Month, Approximately 20 Hours a month during trading hours, Compensation/ $2,000 a month. Marc Oliver PC (a professional corporation) 9595 Wilshire Boulevard Suite 900, Beverly Hills, CA 90212 Marc Oliver PC is a corporation in the State of California (corporation has been assigned an EIN #) Marc Oliver is the sole proprietor. Marc Oliver PC is basically a shell company set-up to receive consulting fees from NYC based Mission Critical Services ("MCS") for clients assigned from MCS. MCS's managing partner is Darren Kane. Consulting fee ranges from $80.00+/ Hr Less than 10 hours a month devoted to this OBA. 0 Hrs during business hours. Responsibilities: Provide compliance and regulatory consulting services

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

February 19, 2016 - June 29, 2017

NMS CAPITAL ASSET MANAGEMENT, INC.

RIA
CRD#: 149678
BEVERLY HILLS, CA
Past

February 17, 2016 - June 29, 2017

HB SECURITIES, LLC

BD
CRD#: 140356
BEVERLY HILLS, CA
Past

May 16, 2013 - January 17, 2024

DAEHAN SECURITIES,INC

RIA
CRD#: 167216
SANTA CLARITA, CA
Past

January 6, 2012 - April 8, 2015

SH INVESTMENT & SECURITIES

BD
CRD#: 123074
LOS ANGELES, CA
Past

November 28, 2011 - June 18, 2013

KAYAN SECURITIES, INC.

BD
CRD#: 156175
LOS ANGELES, CA
Past

February 7, 2011 - January 3, 2012

HANMI ASSET SECURITIES,INC.

BD
CRD#: 137893
LOS ANGELES, CA
Past

August 4, 2009 - November 9, 2009

SELECT CAPITAL CORPORATION

BD
CRD#: 145997
COSTA MESA, CA
Past

February 14, 2008 - April 17, 2008

LEHMAN BROTHERS INC.

RIA
CRD#: 7506
SAN FRANCISCO, CA
Past

August 23, 2005 - April 17, 2008

LEHMAN BROTHERS INC.

BD
CRD#: 7506
SAN FRANCISCO, CA
Past

April 11, 2005 - August 26, 2005

NEONET SECURITIES, INC.

BD
CRD#: 46938
JERSEY CITY, NJ
Past

July 12, 2000 - April 2, 2004

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

September 5, 1995 - July 6, 2000

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

November 8, 1994 - April 13, 1995

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

November 3, 1992 - August 12, 1995

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

November 13, 1991 - October 2, 1992

GLEACHER & COMPANY SECURITIES, INC.

BD
CRD#: 298
NEW YORK, NY
Past

August 22, 1989 - September 14, 1990

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/31/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 12/1/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 5
Date: 3/19/1990
Interest Rate Options Examination
General Industry/Product Exam
RR
Series 15
Date: 2/26/1990
Foreign Currency Options Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 14
Date: 12/16/1999
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


NC
NMS CAPITAL ASSET MANAGEMENT, INC.
NMS CAPITAL ASSET MANAGEMENT, INC. | VIG GLOBAL HOLDINGS, LLC | VIG CAPITAL MANAGEMENT, LLC

CRD#: 149678 / SEC#: 801-70544

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Contact information


Main Address
433 North Camden Drive 4th Floor, Beverly Hills, CA 90210
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV 2A FEB 2018 (2/2/2018)

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


NMS CAPITAL ASSET MANAGEMENT, INC.

CRD#: 149678

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