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Sean M Oliveira

Cetera Investment Advisers LLC

El Segundo, CA

Reading, MA

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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-07-30
  • MA RA
    APPROVED
    Since 2026-07-30

Branch Locations

2301 Rosecrans Ave #5100, El Segundo, CA 90245 • United States

Reading, MA • 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
First Republic Investment Management Inc. Boston MA 02/2013 07/2023
First Republic Securities Company, Llc Boston MA 06/2015 07/2023
Jpmorgan Wealth Management Boston MA 07/2023 09/2025
Citizens Securities, Inc. Boston MA 09/2025 05/2026
Citizens Private Wealth Boston MA 09/2025 05/2026
Cetera Wealth Services, Llc El Segundo CA 07/2026 Present
Cetera Advisors Llc Greenwood Village CO 07/2026 Present
Cetera Financial Specialists Llc Schaumburg IL 07/2026 Present
Cetera Investment Services Llc St Cloud MN 07/2026 Present
Cetera Investment Advisers Llc Schaumburg IL 07/2026 Present
  • 02/2013 → 07/2023
    First Republic Investment Management Inc.
    Boston, MA
  • 06/2015 → 07/2023
    First Republic Securities Company, Llc
    Boston, MA
  • 07/2023 → 09/2025
    Jpmorgan Wealth Management
    Boston, MA
  • 09/2025 → 05/2026
    Citizens Securities, Inc.
    Boston, MA
  • 09/2025 → 05/2026
    Citizens Private Wealth
    Boston, MA
  • 07/2026 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 07/2026 → Present
    Cetera Advisors Llc
    Greenwood Village, CO
  • 07/2026 → Present
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 07/2026 → Present
    Cetera Investment Services Llc
    St Cloud, MN
  • 07/2026 → Present
    Cetera Investment Advisers Llc
    Schaumburg, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-12
  • S66 Uniform Combined State Law Examination
    2020-03-12
Designations
Other Names
  • Sean Marcus Oliveira

View on SEC IAPD

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