Joseph
Sharma
Oliver Luxxe Assets LLC
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About this Advisor
Joseph Sharma is a chartered financial analyst operating in Gladstone, New Jersey with 5 years of industry experience. Sharma is currently employed by Oliver Luxxe Assets LLC. The advisor has gained experience at Systematic Financial Management, Lp, Oliver Luxxe Assets LLC and Sharma Holdings Inc. Sharma holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in New Jersey. Oliver Luxxe Assets LLC is a financial advisory firm based out of Gladstone, NJ. It has a total of nine people on staff. It administers $609 million in total assets among its 1,338 customer accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm advises one charities and foundations. Of its 1,338 customer accounts, 45% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The company offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. A financial advisor's fees depend on which services the firm provides the client. However, fees billed by Oliver Luxxe Assets LLC likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oliver Luxxe Assets LLC Brokerage Details
$608,975,001
9
1,338
$455,138
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Joseph Sharma Work History
Joseph has been registered as a financial advisor for 5 years.*
Oliver Luxxe Assets LLC
Sharma Holdings Inc
Systematic Financial Management, Lp
Systematic Financial Management, Lp
*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 Joseph Sharma 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 Oliver Luxxe Assets LLC
Gladstone, NJ
Gladstone, NJ
Gladstone, NJ
Gladstone, NJ
Gladstone, NJ
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