Olabode Steve Oniya
OO
CFP · ChFC
Olabode Steve Oniya
OO
CFP · ChFC

Olabode Oniya

8 Years of Experience
Houston, TX

Olabode Oniya is a CFP, ChFC-designated registered investment advisor at Om Investments, based in Houston, TX, with 8 years of industry experience. Olabode operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Education Planning, and 4 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The annual fee is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

Olabode Steve Oniya
OO
Olabode Oniya

Location

Houston, TX

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Om Investments
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Edward Jones
July 2023 - September 2023 · 2 mos
Edward JonesBroker
July 2023 - September 2023 · 2 mos
Fidelity Personal and Workplace Advisors
February 2022 - November 2022 · 9 mos
Fidelity Brokerage Services LLCBroker
February 2022 - November 2022 · 9 mos
Charles Schwab & CO., INC.
April 2021 - October 2021 · 6 mos
Charles Schwab & CO., INC.Broker
April 2021 - October 2021 · 6 mos
Robert W. Baird & CO. IncorporatedBroker
March 2020 - April 2021 · 1 yr 1 mo
Robert W. Baird & CO. Incorporated
March 2020 - April 2021 · 1 yr 1 mo
Morgan StanleyBroker
March 2018 - September 2019 · 1 yr 6 mos
Morgan Stanley
January 2018 - September 2019 · 1 yr 8 mos
J.P. Morgan Securities LLCBroker
August 2017 - January 2018 · 5 mos
J.P. Morgan Securities LLC
August 2017 - January 2018 · 5 mos
Wells Fargo Clearing Services, LLC
March 2017 - August 2017 · 5 mos
Wells Fargo Clearing Services, LLCBroker
February 2017 - August 2017 · 6 mos
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.
Olabode Steve Oniya
OO
Contact
Olabode Oniya