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Stephen Oliver

34 Years of Experience
Bedminster, NJ
BrokerSells Insurance

Stephen Oliver is a registered investment advisor, based in Bedminster, NJ, with 34 years of industry experience.

Location

438 Main Street, 2nd Floor, Bedminster, NJ, 07921

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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 ActivitiesSells Insurance

Stephen is a direct owner of Manhattan Ridge Advisors LLC, operating under DBA/Insurance. He also engages in various insurance-related activities and owns real estate, dedicating a few hours per week to each. Stephen also spends about 10-20% of his time on marketing/networking for National Social Security Planners, serves on the board of the YMCA, and is an author.

Employment History
Current Registrations
Cetera Advisors LLCBroker
September 2022 - Present · 3 yrs 8 mos
Cetera Investment Advisers LLC
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
First Allied Advisory Services, INC.
July 2012 - November 2020 · 8 yrs 4 mos
First Allied Securities, INC.
May 2010 - July 2012 · 2 yrs 2 mos
First Allied Securities, INC.Broker
December 2008 - September 2022 · 13 yrs 9 mos
First Montauk Securities CORP.Broker
November 2001 - December 2008 · 7 yrs 1 mo
Kirlin Securities INC.Broker
October 1999 - November 2001 · 2 yrs 1 mo
Whale Securities CO., L.P.Broker
January 1997 - October 1999 · 2 yrs 9 mos
Gruntal & CO. IncorporatedBroker
January 1994 - January 1997 · 3 yrs
South Richmond Securities, INC.Broker
October 1991 - November 1993 · 2 yrs 1 mo
State Registrations46 states
AKALAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSNCNDNENHNJNMNVNYOHOKORPARISCTXVAVTWAWIWVWY
AdvisorBrokerBoth

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