Susan G Oleari
Investment adviser representative at Trifecta Capital Advisors, LLC
10 yearsExperience
1 stateRegistered in
$927.4MFirm 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 assetsFixed or flat fee
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.
- Trifecta Capital Advisors, LLCJan 2022 to now
- BMO Private BankJan 2016 to Jan 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (IL).
Trifecta Capital Advisors, LLC
$927.4MAssets managed
159Clients
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
- 6660230
- Firm CRD
- 317391