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AO
CFP
AO
CFP

Alfredo Oliva

Advisuite
27 Years of Experience
Coral Gables, FL
3 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Alfredo Oliva is a CFP-designated registered investment advisor at Advisuite, based in Coral Gables, FL, with 27 years of industry experience. Alfredo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 4 clients with $12M in assets under management.

Advisuite
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
4 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$12.0M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $10.0M1.25%
$10.0M - $50.0M1.00%
$50M+0.50%

Fees are negotiable and may vary based on client circumstances, account size, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Coral Gables, FL

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2008
Denied
Customer Dispute
May 2008
Settled
Customer Dispute
February 2000
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Alfredo owns OIG Wealth Management, spending about half his time on sales and business development, and Oliva Investment Group, dedicating minimal time. He also sells fixed insurance products and provides practice management and coaching through Neo Alliance, dedicating about 10% of his time.

Employment History
Current Registrations
Advisuite
August 2025 - Present · 1 yr 2 mos
Previous Registrations
Latin Securities INC.Broker
February 2022 - November 2022 · 9 mos
Kovack International Wealth Management, INC.Broker
December 2016 - October 2021 · 4 yrs 10 mos
Kovack Advisors, INC.
July 2011 - July 2026 · 15 yrs
Kovack Securities INC.Broker
June 2011 - December 2025 · 14 yrs 6 mos
Next Financial Group, INC.
April 2008 - June 2011 · 3 yrs 2 mos
Next Financial Group, INC.Broker
April 2008 - June 2011 · 3 yrs 2 mos
Hsbc Securities (USA) INC.
November 2006 - April 2008 · 1 yr 5 mos
Hsbc Securities (USA) INC.Broker
October 2006 - April 2008 · 1 yr 6 mos
Cis Asset Management, INC
July 2005 - October 2006 · 1 yr 3 mos
Capital Investment Services, INC.Broker
July 2005 - October 2006 · 1 yr 3 mos
Raymond James Financial Services
April 2003 - July 2005 · 2 yrs 3 mos
Raymond James Financial Services, INC.Broker
February 2003 - July 2005 · 2 yrs 5 mos
A. G. Edwards & Sons, INC.
October 1998 - March 2003 · 4 yrs 5 mos
A. G. Edwards & Sons, INC.Broker
October 1998 - March 2003 · 4 yrs 5 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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