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Paula Alexandra Oliveras

Adc Wealth Management, LLC

Massapequa, NY

CRD 6093745

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Employer firm

Adc Wealth Management, LLC CRD 159083

$206M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Adc Wealth Management, Llc

30 D Broadway Suite 200, Massapequa, NY 11758 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-09-09
  • NY RA
    APPROVED
    Since 2021-09-09

Branch Locations

30 D Broadway Suite 200, Massapequa, NY 11758 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Adc Wealth Management, Llc Massapequa NY 01/2012 Present
Adc Wealth Management Llc Massapequa NY 01/2012 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-07-03
  • S65 Uniform Investment Adviser Law Examination
    2012-07-03
Other Names
  • Paula Oliveras

View on SEC IAPD

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Nearby Investors

MATTHEW LOUIS SENICOLA
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EDWARD JOHN WELLS

Nearby Offices

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J.P. MORGAN SECURITIES LLC · MASSAPEQUA PARK, NY

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