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Victor Olivera

15 Years of Experience
Dallas, TX
Broker

Victor Olivera is a registered investment advisor at Morgan Stanley, based in Dallas, TX, with 15 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

8383 Preston Center Plaza, Suite 400, Dallas, TX, 75225

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Victor owns two rental properties in Dallas, Texas, since 2024 and 2025 respectively, and spends minimal time per week on property management. These activities are investment-related.

Employment History
Current Registrations
Morgan Stanley
March 2020 - Present · 6 yrs 6 mos
Morgan StanleyBroker
March 2020 - Present · 6 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2014 - March 2020 · 5 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2014 - March 2020 · 5 yrs 3 mos
Invesco Advisers, INC.
February 2014 - June 2014 · 4 mos
Invesco Distributors, INC.Broker
February 2014 - June 2014 · 4 mos
Fidelity Investments Institutional Services Company, INC.Broker
December 2013 - January 2014 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2011 - November 2013 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2011 - November 2013 · 2 yrs 10 mos
Edward Jones
February 2010 - January 2011 · 11 mos
Edward JonesBroker
January 2010 - January 2011 · 1 yr
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.