Susan
Oleari
Trifecta Capital Advisors, LLC
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About this Advisor
Susan Oleari is a financial advisor operating out of Northbrook, Illinois with 1 year of industry experience. Oleari is an employee of Trifecta Capital Advisors, LLC. Their career trajectory has included roles at Bmo Private Bank, Bmo Harris Bank and Trifecta Capital Advisors, LLC. Oleari has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to work in Illinois and Texas. Trifecta Capital Advisors, LLC is a business that has its headquarters in Northbrook, IL. It manages $407 million in assets across its 273 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm provides financial advice to two charities and foundations. Of its 273 customer accounts, 84% are associated with high-net-worth investors who have more than $1 million in assets. The company performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees largely are based on which service is provided. However, fees billed by Trifecta Capital Advisors, LLC may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trifecta Capital Advisors, LLC Brokerage Details
$407,291,874
3
273
$1,491,912
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Susan Oleari Work History
Susan has been registered as a financial advisor for 1 years.*
Trifecta Capital Advisors, LLC
Bmo Private Bank
Bmo Private Bank
Bmo Private Bank
Bmo Harris Bank
*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 Susan Oleari 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 Trifecta Capital Advisors, LLC
Northbrook, IL
Northbrook, IL
Northbrook, IL
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