Michael Alejandro Olivarez
Investment adviser representative at Reliance Wealth Management
12 yearsExperience
1 stateRegistered in
$134.2MFirm assets
Under 1 yearFirm 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 assets
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.
- Reliance Wealth ManagementApr 2026 to now
- Reliance Financial PartnersDec 2025 to now
- Goodstein Wealth Management, LLCNov 2021 to Dec 2025
- Full Time StudentJan 2014 to May 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Reliance Wealth Management
Legal name: S & D Financial, L.L.C.
$134.2MAssets managed
302Clients
7Advisers
Under 1 yearIn 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
- 7999887
- Firm CRD
- 332415