• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
STEPHEN PRESTON OLIVER
STEPHEN OLIVER
CRD#: 2735378
IA
Investment Adviser
CERITY PARTNERS LLCCRD#: 151559 53 STATE STREET
39TH FLOOR
BOSTON, MA 02109
Registration History
1996199820002002200420062008201020122014201620182020202220242026IACERITY PARTNERS LLC (CRD# 151559)2022 - Present (3 years)IADAINTREE ADVISORS LLC (CRD# 153197)2010 - 2022 (11 years)IACALIBRE ADVISORY SERVICES INC. (CRD# 133333)2004 - 2010 (5 years)IATANAGER FINANCIAL SERVICES INC (CRD# 106270)1995 - 2004 (9 years)
License(s)

State Registrations

IA
Massachusetts 2/8/2022

Current Registration(s)
IA
CERITY PARTNERS LLC (CRD#:151559)
53 STATE STREET 39TH FLOOR, BOSTON, MA 02109
Registered with this firm since 2/8/2022

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
11/23/2010 - 01/06/2022 DAINTREE ADVISORS LLC (CRD#:153197) BOSTON, MA
IA
12/17/2004 - 05/03/2010 CALIBRE ADVISORY SERVICES INC. (CRD#:133333) WALTHAM, MA
IA
12/06/1995 - 12/16/2004 TANAGER FINANCIAL SERVICES INC (CRD#:106270) WALTHAM, MA
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.