David Morton is a registered investment advisor at Oliver Investments, based in Woburn, MA, with 25 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
12 Gill Street, Suite 5450, Woburn, MA, 01801
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2012Settled
Customer Dispute
April 2003Settled
Other Business Activities
David is the principal of Hyde Park Consulting LLC, a business consulting firm, since 2018. This takes nearly a full-time commitment.
Employment History
Current Registrations
Oliver Investments
February 2017 - Present · 9 yrs 3 mos
Previous Registrations
Iqvestment, LLC
September 2012 - October 2022 · 10 yrs 1 mo
Edgartown Advisors LLC
July 2011 - February 2012 · 7 mos
Capitol Securities Management, INC.
September 2010 - May 2012 · 1 yr 8 mos
Raymond James Financial Services Advisors, INC
January 2009 - September 2010 · 1 yr 8 mos
Morton Wealth Advisors
March 2007 - January 2018 · 10 yrs 10 mos
Raymond James Financial Services
May 2005 - January 2009 · 3 yrs 8 mos
Wachovia Securities, LLC
July 2000 - April 2005 · 4 yrs 9 mos
State Registrations1 state
MA
Advisor
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.
Exams
No exam information available for this advisor.