John Oliva
Investment adviser representative at Osaic Advisory Services, LLC
48 yearsExperience
1 stateRegistered in
$15.5BFirm assets
12 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
- Pension consulting
- Seminars and workshops
Experience
48 years in the industry.
- Osaic Advisory Services, LLCNov 2024 to now
- Osaic Wealth, Inc.Jun 2024 to now
- Arbor Point AdvisorsMay 2020 to Nov 2024
- Securities America, Inc.May 2020 to Jun 2024
- AXA Advisors, LLCMay 2017 to May 2020
- Eagle Strategies LLCApr 2015 to May 2017
- Nylife Securities LLCMar 2015 to May 2017
- New York Life Insurance CompanyFeb 2015 to May 2017
- Bay City Limited PartnershipDec 1978 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (FL).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 4491621
- Firm CRD
- 171070