Robert E. Oliver
Professional summary
Robert Evan Oliver, CFP®, who also goes by R Evan Oliver, is a registered financial advisor currently at VERITY WEALTH ADVISORS, LLC located in Sausalito, California.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Robert has worked at 3 firms and has passed the Series 63, Series 55, Series 7, Series 3, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Evan Oliver's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2012
Experience
January 14, 2004 - Present
VERITY WEALTH ADVISORS, LLC
Office #1: One Harbor Drive Suite 300, Sausalito, CA 94965November 25, 1997 - January 29, 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 18, 1993 - November 5, 1997
SALOMON BROTHERS INC.
Primary Firm SEC Registration
VERITY WEALTH ADVISORS, LLC
CRD#: 126742 / SEC#: 801-62022
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/14/2004)
Exams
Series 55
Date: 10/6/1998
Limited Representative-Equity Trader ExamCurrent Firm
VERITY WEALTH ADVISORS, LLC
CRD#: 126742 / SEC#: 801-62022
Contact information
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 55 |
| AUM (Assets Under Management) | $ 244,761,670 |
Red Flags
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Company Information
VERITY WEALTH ADVISORS, LLC
Wealth ManagerCRD#: 126742Sausalito, CA 94965TRUST BUT VERIFY
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