George Olveda, financial advisor Sacramento CA
90 score

George Olveda

CRD Number: 6098024
Current Firm: Tate Private Wealth Advisers

George Olveda (CRD# 6098024) is an Investment Advisor Representative working at Tate Private Wealth Advisers in Sacramento, CA and has over 4 years of experience in the finance industry.

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Adams Ashby Financial Advisors
Company Name Location Dates Years
Novo Nordisk Princeton, NJ Mar 2010 - Mar 2012 2
Merck And Company Rahway, NJ Jan 1981 - Feb 2010 29
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for George E. Olveda
Phone Number: 916-678-7674
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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