Jeffrey P. Oliverio
TRUIST ADVISORY SERVICES
FORT LAUDERDALE, FL 33301
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CRD#: 4160372
Professional summary
Jeffrey Paul Oliverio, CFP®, who also goes by Jeffrey P Oliverio, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Fort Lauderdale, Florida and TRUIST INVESTMENT SERVICES, INC. located in Fort Lauderdale, Florida.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Jeffrey has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeffrey P Oliverio
Other business activities
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.
MY HOLLYWOOD PRIDE POSITION: Finance Director / Executive Board NATURE: My Hollywood Pride is a one-day Pride festival held in Downtown Hollywood FL. It is managed by The Hollywood LGBTQ Council. The event was broken off this year as a 501c3 separate from The Hollywood LGBTQ Council for fundraising purposes. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2022 ADDRESS: Hollywood FL, United States DESCRIPTION: Responsible to manage expenses and budget for festival and engage with fundraising and sponsorship for the event.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Paul Oliverio's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2011
Experience
Current
January 18, 2018 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 515 E Las Olas Blvd Fl 4, Fort Lauderdale, FL 33301RIA
CRD#: 283390
FORT LAUDERDALE, FL
Current
January 12, 2018 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 515 E Las Olas Blvd Fl 4, Fort Lauderdale, FL 33301BD
CRD#: 17499
Fort Lauderdale, FL
Past
June 4, 2007 - January 24, 2018
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
FORT LAUDERDALE, FL
Past
June 1, 2007 - January 24, 2018
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
FORT LAUDERDALE, FL
Past
March 8, 2001 - June 4, 2007
BANC OF AMERICA INVESTMENT SERVICES, INC.
RIA
CRD#: 16361
FT.LAUDERDALE, FL
Past
March 8, 2001 - June 4, 2007
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
FT.LAUDERDALE, FL
Past
April 17, 2000 - March 6, 2001
WAMU INVESTMENTS, INC.
BD
CRD#: 599
IRVINE, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(4/21/2021)
RR
California(1/12/2018)
RR
Colorado(1/12/2018)
RR
Florida(1/12/2018)
IAR
Florida(1/18/2018)
RR
Georgia(1/12/2018)
RR
Hawaii(1/31/2025)
RR
Indiana(11/16/2021)
RR
Kentucky(12/1/2022)
RR
Maryland(4/15/2021)
RR
Massachusetts(1/12/2018)
RR
Michigan(1/12/2018)
RR
Minnesota(1/12/2018)
RR
Missouri(12/2/2020)
RR
New Hampshire(8/28/2018)
RR
New Jersey(1/12/2018)
RR
New Mexico(4/16/2021)
RR
New York(1/12/2018)
RR
North Carolina(1/25/2018)
RR
Ohio(3/13/2020)
RR
Oklahoma(9/19/2023)
RR
Oregon(4/21/2021)
RR
Pennsylvania(1/12/2018)
RR
Puerto Rico(11/5/2018)
RR
Rhode Island(7/2/2019)
RR
South Carolina(9/21/2020)
RR
Tennessee(1/12/2018)
RR
Texas(9/30/2019)
IAR
Texas(12/11/2020)
RR
Virginia(4/1/2021)
RR
Washington(6/6/2022)
RR
West Virginia(1/12/2018)
RR
Wisconsin(1/12/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Fort Lauderdale, FL 33301TRUST BUT VERIFY
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