Brandon C. Oliver

OLIVER WEALTH MANAGEMENT

Towson, MD 21204

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CRD#: 3251099

Professional summary

Brandon Christopher Oliver is a registered financial advisor currently at OLIVER WEALTH MANAGEMENT located in Towson, Maryland.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Brandon has worked at 8 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1) Licensed insurance professional; same address; ~10% of business time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Christopher Oliver'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

September 11, 2021 - Present

OLIVER WEALTH MANAGEMENT

Office #1: 901 Dulaney Valley Road Suite 701, Towson, MD 21204

RIA

CRD#: 314867

Towson, MD

Past

March 1, 2018 - December 9, 2019

AMERICAN WEALTH MANAGEMENT, INC.

CRD#: 25536

ALPHARETTA, GA

Past

August 24, 2016 - September 21, 2017

INTERNATIONAL ASSETS ADVISORY, LLC

CRD#: 10645

TOWSON, MD

Past

July 18, 2016 - December 6, 2021

HAYDEN ROYAL

RIA

CRD#: 170037

Towson, MD

Past

March 19, 2010 - July 1, 2016

MORGAN STANLEY

RIA

CRD#: 149777

HUNT VALLEY, MD

Past

March 19, 2010 - July 1, 2016

MORGAN STANLEY

CRD#: 149777

HUNT VALLEY, MD

Past

October 23, 2009 - March 25, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

TOWSON, MD

Past

October 23, 2009 - March 25, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

TOWSON, MD

Past

May 2, 2003 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

TOWSON, MD

Past

May 2, 2003 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

TOWSON, MD

Past

February 28, 2000 - May 6, 2003

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

BALTIMORE, MD

Past

August 13, 1999 - May 6, 2003

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OLIVER WEALTH MANAGEMENT

GUNPOWDER CAPITAL MANAGEMENT, LLC | OLIVER WEALTH MANAGEMENT

CRD#: 314867 / SEC#: 801-121543

RIA

Registered Investment Advisory firm - (6/21/2021 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(5/4/2022)

IAR

Maryland
(9/11/2021)

IAR

Texas
(5/3/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/18/1999

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 10/5/2001

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/13/1999

General Securities Representative Examination

Current Firm

OLIVER WEALTH MANAGEMENT

GUNPOWDER CAPITAL MANAGEMENT, LLC | OLIVER WEALTH MANAGEMENT

CRD#: 314867 / SEC#: 801-121543

RIA

Registered Investment Advisory firm - (6/21/2021 Approved)

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Contact information

Main Address

901 Dulaney Valley Road Suite 701, Towson, MD 21204

Mailing Address

Phone number

(410) 343-7125

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OWM DISCLOSURE BROCHURE (ADV PART 2A) (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,291
AUM (Assets Under Management)	$ 297,623,713

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.

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Advisor Monitoring

Firm Stability Insights

Brandon C. Oliver

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Christopher Oliver's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERICAN WEALTH MANAGEMENT, INC.

INTERNATIONAL ASSETS ADVISORY, LLC

HAYDEN ROYAL

MORGAN STANLEY

MORGAN STANLEY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

OLIVER WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 8/18/1999

SIE

Date: 10/1/2018

Series 31

Date: 10/5/2001

Series 7

Date: 8/13/1999

Current Firm

OLIVER WEALTH MANAGEMENT

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OLIVER WEALTH MANAGEMENT

TRUST BUT VERIFY

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