John Oliver
John Oliver is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Boulder, CO, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
921 Walnut St, Boulder, CO, 80302
Get directionsHistory
Regulatory History (1)
Regulatory
December 1996Other Business Activities
John is a co-trustee of the Popovich Family Trust with his cousin, Mary Popovich. The appointment was made by court order in New Jersey.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.