Strategic Advisers
34yrs
Top 1% by experience at Strategic Advisers
34yrs
David Morton is a fiduciary financial advisor in Medfield, Massachusetts, with 34 years in the industry. David joined Oliver Investments in 2017, after ten years at Iqvestment and a year at Edgartown Advisors. Oliver Investments offers investment management and is paid through a percentage of assets.
One of 28 advisors with offices in Medfield, and one of 24 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top advisor by experience in Medfield
Office258 Main Street, Medfield, MA 02052
How the firm is paid ?Percent of assets
States licensed ?1 state
Services through Oliver Investments
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowOliver InvestmentsCurrent firm
- 2012 – 2022Iqvestment, LLCPreviously
- Jul 2011 – Feb 2012Edgartown Advisors LLCPreviously
- Sep 2010 – May 2012Capitol Securities Management, Inc.Previously
- Jan 2009 – Sep 2010
- 2007 – 2018MWA Asset ManagementPreviously
- 2005 – 2009Raymond James Financial Services, Inc.Previously
- 2000 – 2005Wells Fargo Clearing Services, LLCPreviously
Contact David
(781) 686-7953Oliver Investments main office 258 Main StreetMedfield, MA 02052Office · Get directions Firm websiteoliverinvesting.com
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Oliver Investments at (781) 686-7953 and ask for David Morton. David works from the Medfield, MA office.
How long has David been a financial advisor?
David has been in the industry since 1992, about 34 years. Top advisor by experience in Medfield.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Oliver Investments reports being paid by a percentage of the assets they manage. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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