Martim De Arantes Oliveira, financial advisor Saint Paul MN
93 score

Martim De Arantes Oliveira

CRD Number: 3125265
Current Firm: U.s. Bancorp Investments, Inc.

Martim De Arantes Oliveira (CRD# 3125265) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Saint Paul, MN and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. San Francisco, CA May 2013 - Current 3
U.s. Bank San Francisco, CA Apr 2013 - Current 3
Silver Bridge Boston, MA Jul 2010 - Apr 2013 2
H&s Financial Advisors LLC Redwood City, CA Oct 2000 - Sep 2010 9
H&s Private Client Insurance Services, LLC Redwood City, CA Sep 2001 - Aug 2010 8
Securities America, Inc. Redwood City, CA Sep 2005 - Jan 2008 2
H&s Securities, LLC Menlo Park, CA Jul 2002 - Dec 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1999
S65 NASAA Investment Advisors Law Examination Aug 1999
Contact Info for Martim L. De Arantes Oliveira
Phone Number: 800-888-4700
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    5,065
    MILLIONS
  • Total Number of Accounts
    24,670
    ACCOUNTS
  • Average Account Value
    $205,313
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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