Dylan
Oliva

Prosperitas Financial, LLC

CRD#7333155
Investment Advisor
in Valencia, CA

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About this Advisor

Dylan Oliva is a financial advisor based out of Valencia, California with 1 year of relevant experience. Oliva works at Prosperitas Financial, LLC. Over the course of their career, Oliva has held roles at Next Financial Group, Easton Diamond Sports, Lazy Dog Restaurants, LLC and Prosperitas Financial, LLC. Oliva maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to work in California. Prosperitas Financial, LLC is an advisory company operating out of Valencia, CA. The investment advisory business has a total of 15 employees. It oversees $222 million in total assets between its 1,587 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 1,587 accounts, 87% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fees usually depend on the type of services provided. However, fees charged by Prosperitas Financial, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

25060 Avenue Stanford Suite 100
Valencia, CA 91355

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Prosperitas Financial, LLC Brokerage Details

Total Assets Under Management

$221,789,751

CA Average: $7,578,581,321
Total Number of Employees

15

CA Average: 43
Total Number of Accounts

1,587

CA Average: 3,727
Average Account Size

$139,754

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Dylan Oliva Work History

Dylan has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Prosperitas Financial, LLC

2021 - 2022 (1 year)

Next Financial Group

2019 - 2020 (1 year)

Easton Diamond Sports

2017 - 2019 (2 years)

Lazy Dog Restaurants, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Dylan Oliva to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Prosperitas Financial, LLC

Mceathren Herrera
Valencia, CA
Jennifer Brown
Northridge, CA
Jeremy Leibowitz
Valencia, CA
Jordan Hubbs
Valencia, CA
Rian Denich
Valencia, CA
Kieran Wong
Valencia, CA
Dylan Oliva
Valencia, CA
Corinne Knox
Valencia, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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