Paula
Oliveras
Adc Wealth Management, LLC
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About this Advisor
Paula Oliveras is a financial advisor based in Massapequa, New York, who has 2 years of relevant experience. Oliveras currently works for Adc Wealth Management, LLC. Over the course of their career, they have held roles at Adc Wealth Management, LLC and Adc Wealth Management LLC. Oliveras has a Series 65 license, which qualifies them as an investment advisor representative, and can operate in New York. Adc Wealth Management, LLC is a registered investment firm headquartered in Massapequa, NY. It handles $167 million in assets under management among its 217 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 217 customer accounts, 33% are associated with high-net-worth clients who have at least $1 million in investable assets. The business performs a few services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules are based on the type of services offered. However, fees billed by Adc Wealth Management, LLC likely consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Adc Wealth Management, LLC Brokerage Details
$166,730,000
2
217
$768,341
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Paula Oliveras Work History
Paula has been registered as a financial advisor for 2 years.*
Adc Wealth Management, LLC
Adc Wealth Management 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 Paula Oliveras 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 Adc Wealth Management, LLC
Massapequa, NY
Massapequa, NY
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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