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Financial ADVSR advisor directory · SEC adviser records

Oliveira Wealth financial advisors in Modesto, CA

Every SEC-registered investment adviser representative at a Oliveira Wealth office in Modesto, A to Z.

3 registered advisors work at Oliveira Wealth in Modesto, out of 3 at the firm nationwide; it ranks number 16 in the city by advisors. 0 list the CFP designation and 2 are also registered broker representatives.

Oliveira Wealth advisors in Modesto, A to Z

Every Oliveira Wealth advisor →

Oliveira Wealth advisors in every city and state →Oliveira Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Modesto

All Modesto advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 22Valic Financial Advisors, Inc. 20Morgan Stanley 16Integrated Wealth Concepts LLC 13LPL Financial LLC 13Stifel, Nicolaus & Company, Incorporated 10Transamerica Financial Advisors, LLC 9Ameriprise Financial Services, LLC 6Edward Jones 6Mraz And Associates 5Wells Fargo Clearing Services, LLC 5Osaic Wealth, Inc. 4

Questions

How many financial advisors does Oliveira Wealth have in Modesto?

3 investment adviser representatives are registered at Oliveira Wealth offices in Modesto, California, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.

Is Oliveira Wealth one of the largest advisor employers in Modesto?

Oliveira Wealth ranks number 16 in Modesto by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 22.

How do I check a Oliveira Wealth advisor in Modesto?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Oliveira Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.