AdvisorOS Directory
Claim Profile
JS

Joseph Michael Sharma

OLIVER LUXXE ASSETS LLC·GLADSTONE, New Jersey
Unclaimed Profile
17 MENDHAM ROAD, GLADSTONE, NJ 07934CRD# 2686038Firm CRD# 169588
01

About

Joseph Michael Sharma is a registered financial advisor based in GLADSTONE, New Jersey, affiliated with OLIVER LUXXE ASSETS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
OLIVER LUXXE ASSETS LLC
OLIVER LUXXE ASSETS LLC
AUM
$694M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at OLIVER LUXXE ASSETS LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2686038
Firm CRD# 169588
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GLADSTONE?

Browse all registered financial advisors in GLADSTONE, New Jersey or claim this profile if it's yours.

Browse GLADSTONE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Joseph Michael Sharma offer?
Joseph Michael Sharma specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in GLADSTONE, New Jersey for a consultation.
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, working with OLIVER LUXXE ASSETS LLC. Their office serves clients in the GLADSTONE metropolitan area and surrounding communities.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in GLADSTONE
Peter Eppie — STUFUND ADVISORS, LLCJohn Joseph Murphy — MURPHY CAPITAL MANAGEMENT INCSuzann Marie Murphy — MURPHY CAPITAL MANAGEMENT INCCameron Scott Murphy — MURPHY CAPITAL MANAGEMENT INCSergio Eugenio Sotolongo — STUFUND ADVISORS, LLC
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile