Gary Deoliveira is a registered investment advisor, based in Oaks, PA, with 4 years of industry experience.
Location
One Freedom Valley Drive, Oaks, PA, 19456
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Sei Investments Distribution CO.
August 2023 - Present · 2 yrs 9 mos
Sei Investments Management CORP
August 2023 - Present · 2 yrs 9 mos
Sei Investments Distribution CO.Broker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Avantax Advisory Services
October 2021 - August 2023 · 1 yr 10 mos
Avantax Investment Services, INC.Broker
July 2021 - August 2023 · 2 yrs 1 mo
State Registrations1 state
PA
AdvisorBrokerBoth
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.