Brett Oley
Brett Oley is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Naples, FL, with 19 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4501 Tamiami Trail N, Suite 300, Naples, FL, 34103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brett is a partner in a family limited partnership and manager of a family LLC for estate planning, and co-author of two books related to finance and Florida residency. He also co-owns Oley Kinser Concierge Wealth, LLC, which takes about half of Brett's time, and a private LLC to manage his business operations.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations34 states
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