Alfredo Oliva Jr
CFP®Professional Summary
Alfredo Oliva Jr, CFP®, who also goes by Alfie Oliva, Alfredo Oliva Jr, Alfredo Oliva, is a registered financial advisor currently at ADVISUITE located in Coral Gables, Florida. Alfredo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Alfredo has worked at 9 firms and has passed the Series 66, Series 63, Series 82TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Alfie Oliva, Alfredo Oliva Jr, Alfredo Oliva
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
ADVISUITE | OIG WEALTH MANAGEMENT | NEO ALLIANCE LLC
Contact Information
Main Address
Coral Gables, FLPhone Number
(305) 421-6300# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
4AUM (Assets Under Management)
$11,968,902Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(8/22/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82TO — Limited Representative-Private Securities Offerings
Passed Jan 2023About the Series 82TO examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Alfredo Oliva Jr's CRS (Customer Relationship Summary).
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