Stephen Oliver is a CFA, CFP-designated registered investment advisor at Cerity Partners LLC, based in Boston, MA, with 30 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Divorce Planning, and 8 more. Their firm serves 26,230 clients with $160B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable based on the size and complexity of the relationship, and generally do not exceed 1.50% per year. Minimum annual fees may apply to smaller accounts.
Fee Estimator
Location
53 State Street, 39th Floor, Boston, MA, 02109
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Stephen is on the Board of Managers for Barrell House Z, a craft brewery in Weymouth, MA. This activity is not investment-related and takes minimal time.
Employment History
Current Registrations
Cerity Partners LLC
Previous Registrations
Daintree Advisors LLC
Calibre Advisory Services INC.
Tanager Financial Services INC
State Registrations1 state
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
More Advisors
- Jeffrey Mary, CFACerity Partners LLC
- Justin Dumouchelle, CFA, CFPCerity Partners LLC
- Adam Armstrong, CFPCerity Partners LLC
- Ralph Coutant, CFACerity Partners LLC
- Jonathan Dunham, CFPCerity Partners LLC
- Stephen Petersen, CFACerity Partners LLC