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Paula Alexandra Oliveras

ADC WEALTH MANAGEMENT, LLC·MASSAPEQUA, New York
Series 65Clean record4 years registeredADC WEALTH MANAGEMENT, LLC
30 D BROADWAY, MASSAPEQUA, NY 11758CRD# 6093745Firm CRD# 159083

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paula Alexandra Oliveras · MASSAPEQUA, NY
Registration
CRD #6093745 · ADC WEALTH MANAGEMENT, LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

ADC WEALTH MANAGEMENT, LLC
Sep 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 9, 2021
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ADC WEALTH MANAGEMENT, LLC
CRD 159083 · SEC 801-75532
AUM
$186M
Regulatory assets under management
Employees
2
219 client accounts
Services offered by ADC WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ADC WEALTH MANAGEMENT, LLC →
Introduction

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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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