Marcelino Philip Oliveri

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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 → 06/2017
  University Of Delaware
  Newark, DE
• 07/2017 → 05/2018
  Fulton Bank
  Lancaster, PA
• 05/2018 → 11/2021
  Fulton Bank
  Lancaster, PA
• 11/2021 → 12/2021
  Northwestern Mutual
  Lancaster, PA
• 12/2021 → 03/2022
  Unemployed
  Lititz, PA
• 03/2022 → Present
  Raymond James Financial Services, Inc
  Etters, PA
• 03/2022 → Present
  Fulton Bank
  Lancaster, PA
• 10/2022 → Present
  Raymond James Financial Services Advisors, Inc
  Etters, PA

Other Businesses

(1) Name of Business: Fulton Financial Advisors Address: One Penn Sq, Lancaster, PA, 17602, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/07/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Representative

Exams

• S66 Uniform Combined State Law Examination
  2022-09-29

Other Names

• Marc Oliveri
• Marcelino Oliveri