Edward Coe Tredennick
Investment adviser representative at Doliver Advisors, L.P.
17 yearsExperience
1 stateRegistered in
$718.4MFirm assets
33 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Doliver Advisors, L.P.Nov 2009 to now
- Doliver Capital Advisors, L.P.Mar 2009 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (TX).
Doliver Advisors, L.P.
$718.4MAssets managed
237Clients
5Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5725293
- Firm CRD
- 106247