Inactive

Alex Edward Oliver

CRD 6558298

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Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2026-01-13

MA RA
APPROVED

Since 2026-01-13

Branch Locations

300 Ledgewood Place Suite 101, Rockland, MA 02370 • United States

Boston, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
First National Corporation	Rockland	MA	09/2015	01/2026
Mariner	Rockland	MA	01/2026	Present

09/2015 → 01/2026

First National Corporation

Rockland, MA
01/2026 → Present

Mariner

Rockland, MA

Previous Registrations

2015-09-25 → 2026-01-13

First National Advisors Llc

Rockland, MA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-05-19

S65 Uniform Investment Adviser Law Examination

2015-05-19

Designations

Certified Financial Planner

View on SEC IAPD

Nearby Firms

INTEGRATED WEALTH CONCEPTS LLC

MARINER INSTITUTIONAL, LLC

LPL FINANCIAL LLC

Nearby Investors

MATTHEW SEAN DONOVAN

CLARK ARCHIE PAGE

R. JASON HORWITZ

Nearby Offices

INTEGRATED WEALTH CONCEPTS LLC · Rockland, MA

INTEGRATED WEALTH CONCEPTS LLC · Rockland, MA

INTEGRATED WEALTH CONCEPTS LLC · Rockland, MA

More in Rockland, MA

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