Diane Oliveira is a CFP-designated registered investment advisor, based in Montville, NJ, with 18 years of industry experience.
Location
115 Horseneck Road, Suite 201, Montville, NJ, 07045
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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 ActivitiesSells Insurance
Diane works as a wealth advisor for Nisivoccia Wealth Advisors, LLC and as an associate financial planner for Nisivoccia, LLP, dedicating full-time hours to these roles. She also owns Wealthspring Financial Partners LLC and is an insurance producer, recommending and placing life and disability insurance, dedicating a few hours per week to the insurance role.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
R.G Hurley & Associates, INC.
Cadaret, Grant & CO., INC.Broker
State Registrations20 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.