Carla Oliveira
Carla Oliveira is a registered investment advisor at Cetera Investment Advisers LLC, based in Staten Island, NY, with 13 years of industry experience. Carla 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
Staten Island, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Carla owns rental property, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Foresters Financial Services, INC.Broker
First Investors CorporationBroker
State Registrations12 states
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