Joseph David Oliver
Investment adviser representative at Equitable Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$47.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Equitable Advisors, LLCAug 2026 to now
- Stifel Independent Advisors, LLCOct 2022 to Aug 2026
- Morgan StaleyNov 2018 to Oct 2022
- Morgan Stanley Private Bank, N.A.Nov 2018 to Oct 2022
- Edward JonesAug 2015 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 6541971
- Firm CRD
- 6627