Victoria Elizabeth De oliveira
Investment adviser representative at Schwab Wealth Advisory, Inc.
10 yearsExperience
2 statesRegistered in
$0Firm assets
14 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.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Schwab Wealth Advisory, Inc.Nov 2020 to now
- Charles Schwab & Co., Inc.Nov 2020 to now
- J.P. Morgan Securities LLCMar 2019 to Nov 2020
- JPMorgan Chase Bank, N.A.Mar 2019 to Nov 2020
- UnemployedFeb 2019 to Feb 2019
- Frost Investment ServicesNov 2018 to Jan 2019
- Frost BankOct 2018 to Jan 2019
- Frost Brokerage Services IncOct 2018 to Jan 2019
- UnemployedNov 2017 to Sep 2018
- Go DaddySep 2017 to Oct 2017
- Bank of AmericaJul 2017 to Sep 2017
- Merrill Lynch, Pierce,fenner & Smith IncorporatedJul 2017 to Sep 2017
- UnemployedFeb 2017 to Jun 2017
- E*trade Capital Management LLCMay 2016 to Jan 2017
- E*trade Securities LLCMay 2016 to Jan 2017
- Harrisdirect LLCMay 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 6411515
- Firm CRD
- 159035