Corrie B. Oliva

MATISSE CAPITAL

Portland, OR 97224

Some features on this profile are disabled

CRD#: 4044435

Professional summary

Corrie Bergeron Oliva, CFA, who also goes by Corrie Nicole Bergeron, Corrie Oliva, is a registered financial advisor currently at MATISSE CAPITAL located in Portland, Oregon.

Corrie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Corrie has worked at 5 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Corrie Nicole Bergeron | Corrie Oliva

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) - RIA

Click below to view Corrie Bergeron Oliva'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®

CFA

Chartered Financial Analyst

Experience

Current

April 10, 2019 - Present

MATISSE CAPITAL

Office #1: 15350 Sw Sequoia Pkwy Suite 260, Portland, OR 97224

RIA

CRD#: 155424

Portland, OR

Past

September 1, 2016 - December 20, 2017

ARNERICH MASSENA, INC.

RIA

CRD#: 116395

PORTLAND, OR

Past

August 27, 2015 - December 31, 2017

NORTHWEST CAPITAL MANAGEMENT INC.

RIA

CRD#: 108091

PORTLAND, OR

Past

January 3, 2005 - February 9, 2006

D.A. DAVIDSON & CO.

CRD#: 199

GREAT FALLS, MT

Past

January 13, 2000 - November 16, 2001

PACIFIC CREST SECURITIES LLC

CRD#: 6619

PORTLAND, OR

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".

MATISSE CAPITAL

DESCHUTES PORTFOLIO STRATEGIES | MATISSE CAPITAL | DESCHUTES PORTFOLIO STRATEGY, LLC

CRD#: 155424 / SEC#: 801-72004

RIA

Registered Investment Advisory firm - (11/23/2010 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

Oregon
(4/10/2019)

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

Series 63

Date: 2/3/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/29/1999

General Securities Representative Examination

Current Firm

MATISSE CAPITAL

DESCHUTES PORTFOLIO STRATEGIES | MATISSE CAPITAL | DESCHUTES PORTFOLIO STRATEGY, LLC

CRD#: 155424 / SEC#: 801-72004

RIA

Registered Investment Advisory firm - (11/23/2010 Approved)

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

15350 Sw Sequoia Pkwy Suite 260, Portland, OR 97224

Mailing Address

Phone number

(503) 210-3000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MATISSE ADV PART 2A AND 2B (3/27/2025)

Regulatory assets under management

Total Number of Accounts	738
AUM (Assets Under Management)	$ 1,501,860,305

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.

Similar Advisors

Gregory Bowen

MARINER WEALTH

IAR

Portland, OR

Jason Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Vancouver, WA

Robert Morrison

CROSS FINANCIAL ADVISORS

IAR

Beaverton, OR

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Corrie B. Oliva

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Corrie Bergeron Oliva's CRS (Customer Relationship Summary).

Certified licenses

Experience

MATISSE CAPITAL

ARNERICH MASSENA, INC.

NORTHWEST CAPITAL MANAGEMENT INC.

D.A. DAVIDSON & CO.

PACIFIC CREST SECURITIES LLC

Primary Firm SEC Registration

MATISSE CAPITAL

State Registrations and Notice Filings

Exams

Series 63

Date: 2/3/2000

Series 7

Date: 12/29/1999

Current Firm

MATISSE CAPITAL

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MATISSE CAPITAL

TRUST BUT VERIFY

Similar Advisors