Unclaimed Profile

Joseph Michael Sharma

OLIVER LUXXE ASSETS LLC·GLADSTONE, New Jersey

Series 7, Series 63, Series 65Clean record13 years registeredOLIVER LUXXE ASSETS LLC

17 MENDHAM ROAD, GLADSTONE, NJ 07934CRD# 2686038Firm CRD# 169588

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph Michael Sharma · GLADSTONE, NJ

Registration

CRD #2686038 · OLIVER LUXXE ASSETS LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: OLIVER LUXXE ASSETS LLC

OLIVER LUXXE ASSETS LLC

Feb 2018 – Apr 2026

GLADSTONE, NJ

SYSTEMATIC FINANCIAL MANAGEMENT LP

Dec 2012 – Feb 2018

TEANECK, NJ

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · December 18, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OLIVER LUXXE ASSETS LLC

CRD 169588 · SEC 801-78786

AUM

$694M

Regulatory assets under management

Employees

1,423 client accounts

Services offered by OLIVER LUXXE ASSETS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at OLIVER LUXXE ASSETS LLC →

Introduction

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Frequently Asked Questions

What services does Joseph Michael Sharma offer?

Joseph Michael Sharma specializes in Financial Planning, Investment Management, Retirement Planning.

What are Joseph Michael Sharma's credentials?

Joseph Michael Sharma is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Michael Sharma located?

Joseph Michael Sharma is based in GLADSTONE, New Jersey, last registered with OLIVER LUXXE ASSETS LLC.

How does Joseph Michael Sharma charge for services?

Joseph Michael Sharma's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OLIVER LUXXE ASSETS LLC?

OLIVER LUXXE ASSETS LLC has approximately 9 employees and manages $694M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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