Oliver Lennox, financial advisor Fort Lee NJ

Oliver Lennox

CRD Number: 5147059
Current Firm: Daceyholden Management, LLC

Oliver Lennox (CRD# 5147059) is an Investment Advisor Representative working at Daceyholden Management, LLC in Fort Lee, NJ and has over 16 years of experience in the finance industry.

Similar Advisors
Michael Kay, financial advisor Fort Lee NJ
Michael F. Kay
CRD# 1420183
Financial Life Focus, LLC
Similar Advisors
Eric Bloom, financial advisor Fort Lee NJ
Eric M. Bloom
CRD# 2708116
Park Avenue Securities LLC
Similar Advisors
David Fowler, financial advisor Fort Lee NJ
David A. Fowler
CRD# 5146297
Origin Investment Advisory LLC
Company Name Location Dates Years
Daceyholden Alternative LLC West New York, NJ May 2016 - Current 7
Daceyholden Management LLC West New York, NJ Dec 2014 - Current 9
Daceyholden Alternative, LLC West New York, NY Mar 2013 - Current 11
Daceyholden, LLC West New York, NJ Dec 2011 - Current 12
Tillage Commodities Management New York, NY Mar 2011 - Jul 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S65 NASAA Investment Advisors Law Examination May 2016
Contact Info for Oliver A. Lennox
Phone Number: (617) 921-7868
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    13
    MILLIONS
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $813,554
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

NJ, NY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.