Stephen A. Oliver
Managing Partner at Manhattan Ridge Advisors
Based in New York, United States
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Seniority
C-Team
Department
General Business & Management
Location
New York
Industry
Financial Services
Company size
5
Contact information
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s•••••••@manhattanridge.com
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Background
About Stephen A. Oliver
O) soliver@manhattanridge.comStephen A. Oliver- ChFC, C(K)P, AIF®, RICP®,CMFC®, CRPC®, CRPS®, CWS®, PPC™Founder/Managing PartnerMr. Oliver of Manhattan Ridge Advisors has provided comprehensive wealth management and financial services for over 30 years. Manhattan Ridge Advisors maintains an office in New York City and Bedminster, New Jersey. Before starting Manhattan Ridge Advisors, Mr. Oliver served as Managing Director and Branch Manager for Montauk Financial Group in New York City and Senior Vice President for Montauk Capital Markets institutional division for five years.Mr. Oliver’s practice offers solutions for wealth management, retirement service and income planning. He is currently a speaker for the “Money Matters” series, an educational campaign underwritten by The McGraw - Hill Company.Stephen has been a member of the Board of Governors for Youth at Risk in New York City and was a former Golf Chairman of New Jersey National Golf Club in Basking Ridge New Jersey. Stephen is passionate about education and service excellence in retirement planning and the qualified plan industry. He has several professional designations and securities registrations, including Registered Financial Consultant (RFC), Accredited Investment Fiduciary (AIF®), Chartered Mutual Fund Counselor (CMFC®), Chartered Retirement Planning Counselor (CRPC®), Chartered Retirement Plan Specialist (CRPS®), Professional Plan Consultant (PPC™) and the Certified Wealth Strategist (CWS®), Registered Options Principal (Series 4), General Securities Representative (series 7), General Securities Principal (Series 24), Futures Managed Funds (Series 31), Municipal Fund Securities Limited Principal (Series 51), Uniform Securities Agent State Law (series 63), Uniform Investment Advisor Law Examination (Series 65).Registered Representative offering securities through Cetera Advisors LLC, Member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, A Registered Investment Adviser. Cetera is under separate ownership from any other named entity. 1460 Broadway, New York, NY 10036 Specialties: Financial planning and Wealth Managment
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