Secretary · Olive Street Investment Advisers, LLC
Robert Toner
CRD 5973039 · Named on Form ADV at one SEC-registered adviser
At a glance
Olive Street Investment Advisers, LLC, an SEC-registered asset manager based in St. Louis, MO with $203.8 billion in regulatory assets, lists Robert Toner on its Form ADV as Secretary, a control person.
Firms and roles
- Olive Street Investment Advisers, LLCSecretaryAsset manager · St. Louis, MO · $204B in regulatory assets
AtlasMembers
Robert’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Alan J HerzogChief Compliance Officer, Olive Street Investment Advisers, LLC
- Linda D. BannisterPresident, Olive Street Investment Advisers, LLC
- Aaron D. AlbrittonTreasurer, Olive Street Investment Advisers, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.