Anthony Oliveri
Anthony Oliveri is a registered investment advisor at Cetera Investment Advisers LLC, based in Miami, FL, with 26 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
8000 NW 7th St Ste 202, Miami, FL, 33126
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Regulatory History (1)
Customer Dispute
August 2022Other Business ActivitiesSells Insurance
Anthony is the owner/president of The Oliveri Agency, Inc., where he recruits and trains new agents, dedicating about half of his time. He also works as an independent insurance agent, selling fixed insurance products, which takes about 10-20% of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Ontrade INC.Broker
Schonfeld Securities, LLCBroker
State Registrations26 states
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.