Andre De Oliveira

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 08/2018
  New York Life Insurance Co
  Waltham, MA
• 05/2015 → 08/2018
  Nylife Securities, Llc
  Waltham, MA
• 10/2017 → 08/2018
  Eagle Strategies Llc
  Waltham, MA
• 10/2018 → 11/2025
  Mass Mutual Life Insurance Company
  Boston, MA
• 10/2018 → 11/2025
  Mml Investors Services
  Boston, MA
• 11/2025 → Present
  Lpl Enterprise Llc
  Boston, MA

Previous Registrations

• 2019-03-20 → 2025-11-21
  Mml Investors Services, Llc
  Boston, MA
  Boston, MA
• 2017-10-24 → 2018-09-10
  Eagle Strategies Llc
  Waltham, MA

Other Businesses

1. 10/20/2025 - ANDRE LUIS DE OLIVEIRA, N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Boston, MA - INV REL - Start Date 10/14/2025 - 160hrs/mth | 160hrs during trading 2. 10/20/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Boston, MA - INV REL - Start Date 10/14/2025 - 160hrs/mth | 160hrs during trading 3. 04/15/2026-Olive Branch Wealth-Financial Planer / President-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date -04/17/2026-160hrs/mth-150hrs/mth during trading

Exams

• S66 Uniform Combined State Law Examination
  2017-10-13
• S63 Uniform Securities Agent State Law Examination
  2015-07-08

Other Names

• Andre L De Oliveira
• Andre Luis De Oliveira