Stephen Oliver
Professional Summary
Stephen Oliver, who also goes by Steve Oliver, is a registered financial advisor currently at PETERS & CO. EQUITIES INC.. Stephen is registered as a RR (Registered Representative) and started their career in finance in 2025. Stephen has worked at 1 firm and has passed the Series 14 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Steve Oliver
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
1 years in the financial services industry
Current & Past Employments
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Current Firm
PETERS & CO. EQUITIES INC.
Contact Information
Main Address
2300 Jamieson Place 308 Fourth Avenue Sw, Calgary, Ab, T2P 0H7Mailing Address
2300 Jamieson Place 308 Fourth Avenue Sw, Calgary, Ab, T2P 0H7Phone Number
(403) 261-4850Firm Type
CorporationFiscal Year End
SeptemberFirm Size
SmallFINRA licenses (33 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PETERS & CO. LIMITED | PARENT COMPANY | — |
| DRISCOLL, ANN MARLENE | CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER | 5930722 |
| HARRIS, DEVON BRENDON | PRINCIPAL OPERATIONS OFFICER | 6540266 |
| MARCOTTE, BRADLEY WILLIAM | MANAGING DIRECTOR, INSTITUTIONAL SALES | 6579235 |
| MARTIN, JEFFREY JOHN MR. | EXECUTIVE VICE PRESIDENT AND MANAGING DIRECTOR | 4795286 |
| OLIVER, STEPHEN | CHIEF COMPLIANCE OFFICER | 8061893 |
| PLEWES, CAMERON EVAN | PRESIDENT | 5853073 |
| POTTER, CHRISTOPHER STEPHEN MR. | CHAIRMAN AND CHIEF EXECUTIVE OFFICER | 4730261 |
| REARDON, TYLER JAMES | MANAGING DIRECTOR, RESEARCH | 5620339 |
| SCOTT, ROBIN STUART | MANAGING DIRECTOR, TRADING | 4058331 |
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Stephen Oliver's CRS (Customer Relationship Summary).
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