Gary Deoliveira (CRD# 6812614) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 2 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sei Investments | Oaks, PA | Aug 2023 - Current | < 1 |
| Avantax Investment Services, Inc. | Mt. Arlington, NJ | Jul 2021 - Aug 2023 | 2 |
| Avantax Advisory Services | Mt. Arlington, NJ | Jul 2021 - Aug 2023 | 2 |
| Avantax Insurance Services, Inc. | Mt. Arlington, NJ | Jul 2021 - Aug 2023 | 2 |
| Nisivoccia Wealth Advisors LLC | Mt. Arlington, NJ | Jan 2021 - Aug 2023 | 2 |
| Unemployed | West Caldwell, NJ | Sep 2020 - Dec 2020 | < 1 |
| Power Home Remodeling | Chester, PA | Jul 2020 - Aug 2020 | < 1 |
| Unemployed | West Caldwell, NJ | Jun 2020 - Jun 2020 | < 1 |
| Bluetrack Inc. | Clifton, NJ | Dec 2019 - May 2020 | < 1 |
| Seton Hall University | South Orange, NJ | Aug 2016 - May 2020 | 3 |
| Arcadian, Inc. | West Caldwell, NJ | Jun 2019 - Aug 2019 | < 1 |
| Nisivoccia Wealth Advisors LLC | Mt. Arlington, NJ | May 2018 - Aug 2018 | < 1 |
| Nisivoccia Wealth Advisors LLC | Mt. Arlington, NJ | May 2017 - Aug 2017 | < 1 |
| Unemployed | West Caldwell, NJ | Jun 2016 - Jul 2016 | < 1 |
| James Caldwell High School | West Caldwell, NJ | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- PA
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Total Assets Under Management194,796MILLIONS
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Total Number of Accounts93,301ACCOUNTS
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Average Account Value$2,087,827
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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