Rodney Joseph Olea
Investment adviser representative at Citizens Private Wealth
13 yearsExperience
1 stateRegistered in
$16.6BFirm assets
34 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Citizens Securities, Inc.Dec 2023 to now
- Citizens Private WealthOct 2023 to now
- Citizens Bank, N.A.Oct 2023 to now
- J.P. Morgan Securities LLCSep 2023 to Oct 2023
- First Republic Investment ManagementJun 2010 to Aug 2023
- First Republic Securities Company LLCJun 2010 to Aug 2023
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Citizens Private Wealth
Legal name: Citizens Private Wealth, LLC
$16.6BAssets managed
2,567Clients
93Advisers
34 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
- 4377682
- Firm CRD
- 106743