Ricardo Alves De Oliveira

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

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

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

Current Employers

Employment History

• 06/2016 → 02/2022
  Adventhealth Waterman
  Tavares, FL
• 07/2012 → 05/2021
  Suntrust Bank
  Ocoee, FL
• 05/2021 → Present
  Truist Investment Services, Inc.
  Atlanta, GA
• 05/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2021-12-03

Other Names

• Ricardo Alves Oliveira
• Rick De Oliveira
• Rick Oliveira
• Ricardo De Oliveira