MO
MO

Michael Oliver

38 Years of Experience
Lawrenceville, NJ
Broker

Michael Oliver is a registered investment advisor at Morgan Stanley, based in Lawrenceville, NJ, with 38 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

1200 Lenox Drive, Suite 300, Lawrenceville, NJ, 08648

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michael is a sole proprietor/owner of a rental property in Bordentown, New Jersey, since December 2023. He dedicates minimal time to property management outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
May 2002 - June 2009 · 7 yrs 1 mo
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
February 1990 - July 1993 · 3 yrs 5 mos
Hibbard Brown & CO., INC.Broker
May 1988 - January 1990 · 1 yr 8 mos
Sherwood Capital, INC.Broker
November 1987 - May 1988 · 6 mos
State Registrations32 states
AZCACOCTDCDEFLGAIAILMAMDMIMOMSMTNCNHNJNVNYOHORPARISCTNTXVAVTWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Michael Oliver - Financial Advisor | TrueAdvisor