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Paula Alexandra Oliveras

ADC WEALTH MANAGEMENT, LLC·MASSAPEQUA, New York
Unclaimed Profile
30 D BROADWAY, MASSAPEQUA, NY 11758CRD# 6093745Firm CRD# 159083
01

About

Paula Alexandra Oliveras is a registered financial advisor based in MASSAPEQUA, New York, affiliated with ADC WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ADC WEALTH MANAGEMENT, LLC
ADC WEALTH MANAGEMENT, LLC
AUM
$186M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ADC WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6093745
Firm CRD# 159083
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paula Alexandra Oliveras offer?
Paula Alexandra Oliveras specializes in Financial Planning, Investment Management. Contact their office in MASSAPEQUA, New York for a consultation.
What are Paula Alexandra Oliveras's credentials?
Paula Alexandra Oliveras is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paula Alexandra Oliveras located?
Paula Alexandra Oliveras is based in MASSAPEQUA, New York, working with ADC WEALTH MANAGEMENT, LLC. Their office serves clients in the MASSAPEQUA metropolitan area and surrounding communities.
How does Paula Alexandra Oliveras charge for services?
Paula Alexandra Oliveras'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 ADC WEALTH MANAGEMENT, LLC?
ADC WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $186M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Vincent Jerome Camarda — A.G. MORGAN FINANCIAL ADVISORS, LLCJames Edward Mcarthur — A.G. MORGAN FINANCIAL ADVISORS, LLCBruno Del Ama — TOROSO INVESTMENTS, LLCDouglas Nmn Castro — ADC WEALTH MANAGEMENT, LLCLarry Arthur Medin — TOROSO INVESTMENTS, LLC
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