BO
Bryan M. Oliver
CORVUS FINANCIAL LLC
Carlsbad, CA
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CRD#: 5915796
BO
Professional summary
Bryan Martin Oliver is a registered financial advisor currently at CORVUS FINANCIAL LLC located in Carlsbad, California.
Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Bryan has worked at 1 firm and has passed the Series 65 exam.
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.
Corvus Financial, LLC and its related persons acts as a manager for Tarpon Properties, LLC that purchases Tax liens.
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Martin Oliver'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®
NoneExperience
Current
May 24, 2011 - Present
CORVUS FINANCIAL LLC
RIA
CRD#: 157694
Carlsbad, CA
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
Arizona(5/24/2011)
Current Firm
CF
CORVUS FINANCIAL LLC
CORVUS FINANCIAL LLC
CRD#: 157694 / SEC#:
Arizona
Registered Investment Advisory firm - (5/24/2011 Approved)Oregon
Registered Investment Advisory firm - (2/6/2025 Cancelled)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Carlsbad, CA
Mailing Address
3379 Garibaldi Pl, Carlsbad, CA 92010
Phone number
(442) 232-9320
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 186,000 |
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.
