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Matthew Joseph Oliveira

Wealthspire Advisors

New York, NY

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-04-18
  • NY RA
    APPROVED
    Since 2026-04-18

Branch Locations

521 Fifth Avenue 15Th Floor, New York, NY 10175 • 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
Mycio Wealth Partners, Llc Philadelphia PA 03/2022 01/2025
Ihs Markit Andover MA 02/2021 02/2022
First Data Jersey City NJ 06/2018 08/2018
University Of Maryland College Park MD 07/2015 05/2019
University Of South Carolina Columbia SC 07/2019 05/2020
Unemployed Watchung NJ 06/2020 02/2021
Unemployed Watchung NJ 01/2025 11/2025
Wealthspire Advisors New York NY 12/2025 Present
  • 03/2022 → 01/2025
    Mycio Wealth Partners, Llc
    Philadelphia, PA
  • 02/2021 → 02/2022
    Ihs Markit
    Andover, MA
  • 06/2018 → 08/2018
    First Data
    Jersey City, NJ
  • 07/2015 → 05/2019
    University Of Maryland
    College Park, MD
  • 07/2019 → 05/2020
    University Of South Carolina
    Columbia, SC
  • 06/2020 → 02/2021
    Unemployed
    Watchung, NJ
  • 01/2025 → 11/2025
    Unemployed
    Watchung, NJ
  • 12/2025 → Present
    Wealthspire Advisors
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-18
  • S65 Uniform Investment Adviser Law Examination
    2026-04-18

View on SEC IAPD

Other Firms

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P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC
BRIGHTSPIRE CAPITAL ADVISORS, LLC
ACORN ADVISORY CAPITAL, L.P.
COMPASS GROUP LLC
CRESTVIEW PARTNERS
LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

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