Gerald Vincent Oliano

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2004 → 10/2017
  H. Beck,Inc
  Rockville, MD
• 10/2017 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2017 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2004-05-18 → 2017-10-23
  Grove Point Investments, Llc
  Wallingford, CT
• 1997-05-06 → 2004-06-14
  Main Street Management Company
  Wallingford, CT

Other Businesses

1.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 2.JERRY OLIANO LLC, 4 CHAPEL ST, WALLINGFORD, CT, 10/2017. PRESIDENT, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL- 5/YR-0/TRADING. 3. JERRY OLIANO, LLC, 12 Shire Dr, Wallingford CT 06492, United States, 08/21/2025, Owner, DBA Name, INV REL, 160 HR/MO - 160 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-04-18
• S63 Uniform Securities Agent State Law Examination
  1995-11-17

Other Names

• Jerry V Oliano