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Edward T

Series 65

Houston, TX

Doliver Advisors, L.P.

Edward Tredennick is a financial advisor at Doliver Advisors, L.P. in Houston, TX, holding a Series 65 designation with 16 years of industry experience. He has been with Doliver Capital Advisors since 2009. Outside of his advisory role, he is an attorney at Daniels and Tredennick, LLC. Doliver Advisors is an SEC-registered investment adviser serving individuals, pooled investment vehicles, retirement plans, and other entities. The firm employs quantitative, model-driven strategies focused on closed-end funds and offers customized cash and retirement planning, private equity funds, and special-purpose vehicles for qualified investors.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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Christopher D

Series 65

Houston, TX

Doliver Advisors, L.P.

Christopher Day is a financial advisor at Doliver Advisors, L.P. in Houston, TX, holding a Series 65 designation with seven years of industry experience. He has worked at Days Global Advisors since 2019 and Doliver Capital Advisors since 2018, and previously at DLZP Group, LLC from 2016 to 2018. He serves as Managing Member and Chief Compliance Officer at Days Global Advisors and acts as a non-discretionary sub-adviser to an ETF. Doliver Advisors is an SEC-registered investment adviser providing portfolio and wealth management to individuals, pooled investment vehicles, retirement plans, and other entities. The firm employs quantitative, model-driven strategies focused on closed-end funds and uses a proprietary automated trading platform to manage customized equity, taxable bond, and municipal CEF allocations.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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Scott J

Series 65

Houston, TX

Doliver Advisors, L.P.

Scott Jackson is a financial advisor at Doliver Advisors, L.P. in Houston, TX, holding a Series 65 designation with 14 years of industry experience. He has worked at Doliver Capital Advisors since 2017 and previously at Legacy Asset Management, Inc. from 2012 to 2017. Outside of his advisory role, he is a member of BraeBurn Country Club and the Galleria Tennis & Athletic Club. Doliver Advisors is an SEC-registered investment adviser that provides portfolio and wealth management services to individuals, pooled investment vehicles, retirement plans, and other entities. The firm employs quantitative, model-driven strategies focused on closed-end funds and offers customized cash and retirement planning, along with sponsorship of private equity funds and special-purpose vehicles for qualified investors.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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Michael R

Series 63, Series 65

Houston, TX

Doliver Advisors, L.P.

Michael Rome is a financial advisor at Doliver Advisors, L.P. in Houston, TX, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Chilton Capital Management LLC and Texan Capital Management, Inc. Doliver Advisors is an SEC-registered investment adviser that provides portfolio and wealth management services to individuals, pooled investment vehicles, retirement plans, and other entities. The firm specializes in quantitative, model-driven strategies focused on closed-end funds and employs a proprietary automated trading platform with client-level customization across various asset classes.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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Brett G

Series 65

Houston, TX

Doliver Advisors, L.P.

Brett Gonzalez is an advisor at Doliver Advisors, L.P. with a Series 65 credential and no prior industry experience. His work background includes roles at Truvo Digital LLC and Charles Schwab & Co. Inc., as well as positions outside of the financial industry, including at Links Golf Club and SugarSneaks. Doliver Advisors, L.P. serves individual and high-net-worth investors along with pooled investment vehicles, qualified settlement funds, and employer-sponsored plans. The firm employs quantitative, statistically driven models and a proprietary automated trading platform, offering various investment strategies including long/short ETF, focused equity, and microcap approaches, supported by risk-management tools such as options and selective short positions.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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