Myles Oliver
Myles Oliver is a registered investment advisor at Janney Montgomery Scott LLC, based in Raleigh, NC, with 5 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 239,256 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Janney charges a fee based on a percentage of the assets managed in your account. This fee covers investment management, trading, custody, and performance reporting. Fees are negotiable and may vary based on the size of your account and the services provided. Janney may also offer investment advisory services on a non-wrap basis, where you pay separately for transactions and custody.
Location
4140 Parklake Avenue, Glenlake One, Suite 300, Raleigh, NC, 27612
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Regulatory History (1)
Employment Separation After Allegations
June 2024Employment History
Current Registrations
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Davenport & Company LLC
Davenport & Company LLCBroker
State Registrations51 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.