Joseph Sharma (CRD# 2686038) is an Investment Advisor Representative working at Oliver Luxxe Assets LLC in Gladstone, NJ and has over 28 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oliver Luxxe Assets LLC | Gladstone, NJ | Dec 2017 - Current | 6 |
| Sharma Holdings Inc. | Warren, NJ | Mar 2016 - Dec 2017 | 1 |
| Systematic Financial Management, LP | Teaneck, NJ | Dec 2012 - Mar 2016 | 3 |
| Systematic Financial Management, LP | Teaneck, NJ | Jun 2000 - Mar 2016 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1996 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1996 |
- NJ
-
Total Assets Under Management694MILLIONS
-
Total Number of Accounts1,423ACCOUNTS
-
Average Account Value$487,617
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
CA, CO, CT, FL, GA, IL, MA, NH, NJ, NV, NY, PA, TX, VA, VT
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