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Chief Compliance Officer · Verity Investment Partners

Tanya M. Olvera

CRD 6108434 · Named on Form ADV at 6 SEC-registered advisers

At a glance

Verity Investment Partners, an SEC-registered wealth manager based in Beaufort, SC with $1.4 billion in regulatory assets, lists Tanya M. Olvera on its Form ADV as Chief Compliance Officer. The SEC filings also name Tanya at 5 other registered advisers.

Firms and roles

  • Verity Investment PartnersChief Compliance OfficerWealth manager · Beaufort, SC · $1.4B in regulatory assets
  • Heritage Wealth AdvisorsChief Compliance OfficerWealth manager · Cincinnati, OH · $605M in regulatory assets
  • The Life Wealth GroupChief Compliance OfficerWealth manager · Winter Garden, FL · $491M in regulatory assets
  • 210 FinancialChief Compliance OfficerWealth manager · Morton, IL · $243M in regulatory assets
  • RSG Investments LLCChief Compliance OfficerWealth manager · Overland Park, KS · $141M in regulatory assets
  • Round Table Advisors, LLCChief Compliance OfficerAsset manager · Chattanooga, TN · $0M in regulatory assets

AtlasMembers

Tanya’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 each firm
6 firmsLocked
Control-person status
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When each role began
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Each firm’s assets and growth
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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 (20)

15 more people named with Tanya on the same filings, with titles and firms. Free in Atlas with a free account.

See all 20 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Tanya’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.