Stephen Preston Oliver

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 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:

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

Current Employers

Employment History

• 01/2022 → Present
  Cerity Partners Llc
  Boston, MA
• 01/2013 → 12/2021
  Daintree Advisors Llc
  Boston, MA

Previous Registrations

• 2010-11-23 → 2022-01-06
  Daintree Advisors Llc
  Boston, MA
• 2004-12-17 → 2010-05-03
  Calibre Advisory Services Inc.
  Waltham, MA
• 1995-12-06 → 2004-12-16
  Tanager Financial Services Inc
  Waltham, MA

Other Businesses

Barrell House Z; not investment-related; Weymouth, MA; Craft brewery; Board of Managers; 12/2020; 6; 0; Management.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-04-03

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Stephen Oliver