Thomas Michael Oliveira
Investment adviser representative at Oliveira Wealth
20 yearsExperience
2 statesRegistered in
$332.4MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Oliveira Wealth, LLCOct 2021 to now
- The Leaders Group IncOct 2021 to now
- LPL Financial, LLCDec 2006 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Oliveira Wealth
Legal name: Oliveira Wealth, LLC
$332.4MAssets managed
1,032Clients
3Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2753899
- Firm CRD
- 315326