Makayla Dale Vazquez
Investment adviser representative at Oliver Luxxe Assets LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1BFirm assets
Are you Makayla Dale Vazquez? Claim your profile
Contact this firm
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
12 years in the industry.
- Oliver Luxxe Assets LLCJan 2025 to now
- UBS Financial Services Inc.Aug 2024 to Jan 2025
- Lazard Asset Management LLCSep 2022 to Jul 2024
- Unemployed/ TravelingDec 2021 to Sep 2022
- Lazard Asset Management LLCJun 2021 to Aug 2021
- Private Advisor GroupJun 2020 to Aug 2020
- Elon UniversityAug 2018 to Dec 2021
- West Morris Mendham High SchoolSep 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Oliver Luxxe Assets LLC
$1BAssets managed
471Clients
5Advisers
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
- 7259474
- Firm CRD
- 169588