Andrew James Oliva

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 04/2021 → 05/2023
  Fidelity Investments
  Westlake, TX
• 09/2020 → 04/2021
  Carahsoft Technology Corporation
  Reston, VA
• 05/2019 → 08/2019
  Enterprise Rent-A-Car
  Dulles, VA
• 02/2018 → 08/2018
  Soccer Shots Franchising
  Fairfax, VA
• 05/2016 → 08/2017
  Target
  Sterling, VA
• 08/2018 → 08/2020
  Full Time Student - Virginia Tech
  Blacksburg, VA
• 08/2017 → 05/2018
  Full Time Student - George Mason University
  Fairfax, VA
• 08/2016 → 05/2017
  Full Time Student - James Madison University
  Harrisonburg, VA
• 05/2023 → 05/2025
  Fidelity Investments
  Arlington, VA
• 11/2025 → Present
  Ubs Financial Services Inc.
  Charlotte, NC
• 06/2025 → 11/2025
  Trader Joe'S
  Alexandria, VA

Previous Registrations

• 2025-03-31 → 2025-06-20
  Strategic Advisers Llc
  Arlington, VA
  Arlington, VA
  Boston, MA
• 2024-03-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Arlington, VA

Exams

• S66 Uniform Combined State Law Examination
  2023-07-19
• S63 Uniform Securities Agent State Law Examination
  2021-09-01

Other Names

• Andrew James Oliva
• Drew J Oliva
• Andrew Oliva