Advantage

At Oliver-Cross, we walk the walk and talk the talk. We know the business.

The Oliver-Cross AdvantageOur partners and associates have significant experience in all phases of the financial services industry.  Our partners have been employed by virtually all the major firms, including but not limited to Paine Webber/UBS, Merrill Lynch, AG Becker/Paribas, Bear Sterns, Lehman Bros., Prudential Securities, SG Cowen and Stone & Youngberg.  We have held virtually every principal’s license issued by FINRA, as well as those issued by State and Federal regulators.

We know that you are independent, aggressive and focused on making money for your clients and yourself. It is our goal to help you monetize your business to maximize its value.