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Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Rely Hechter

Rely Hechter

OLEA ADVISORY SERVICES
PLANTATION, FL 33324
Some features on this profile are disabled
CRD#: 4748368
Rely Hechter

Professional summary

Rely Hechter, CFP® is a registered financial advisor currently at OLEA ADVISORY SERVICES located in Plantation, Florida and LPL FINANCIAL LLC located in Plantation, Florida.

Rely is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Rely has worked at 7 firms and has passed the Series 65, Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

What are your service offerings?
Insurance Planning
Retirement Planning
Retirement Income Management
Budgeting
Investment Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rely Hechter'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®

Certified Financial Planner

Start date: 2012

Experience

Current

April 10, 2026 - Present

OLEA ADVISORY SERVICES

Office #1: 1250 S. Pine Island Road Suite 225, Plantation, FL 33324
RIA
CRD#: 340377
PLANTATION, FL
Current

January 28, 2026 - Present

LPL FINANCIAL LLC

Office #1: 1250 S Pine Island Rd Ste 225, Plantation, FL 33324
RIA
BD
CRD#: 6413
PLANTATION, FL
Past

April 22, 2016 - March 17, 2026

LWM ADVISORY SERVICES, LLC

RIA
CRD#: 172009
PLANTATION, FL
Past

April 15, 2016 - January 26, 2026

LPL FINANCIAL LLC

BD
CRD#: 6413
PLANTATION, FL
Past

July 8, 2015 - April 15, 2016

BB&T INVESTMENT SERVICES, INC.

RIA
CRD#: 33856
FORT LAUDERDALE, FL
Past

July 6, 2015 - April 15, 2016

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
FORT LAUDERDALE, FL
Past

January 4, 2011 - July 6, 2015

LPL FINANCIAL LLC

RIA
CRD#: 6413
HOLLYWOOD, FL
Past

March 4, 2008 - July 6, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
HOLLYWOOD, FL
Past

February 23, 2007 - March 4, 2008

IFMG SECURITIES, INC.

BD
CRD#: 14416
PEMBROKE PINES, FL
Past

November 29, 2006 - February 26, 2007

CUNA BROKERAGE SERVICES, INC.

RIA
CRD#: 13941
MIRAMAR, FL
Past

November 20, 2006 - February 26, 2007

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
MIRAMAR, FL
Past

March 30, 2005 - October 13, 2006

IFMG SECURITIES, INC.

RIA
CRD#: 14416
LAUDERDALE-BY-THE-SEA, FL
Past

March 25, 2005 - October 13, 2006

IFMG SECURITIES, INC.

BD
CRD#: 14416
LAUDERDALE-BY-THE-SEA, FL
Past

July 8, 2004 - March 15, 2005

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
FORT LAUDERDALE, FL
Past

March 12, 2004 - March 15, 2005

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO

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
Florida
(1/28/2026)
IAR
Florida
(4/10/2026)
RR
New York
(1/28/2026)
RR
Pennsylvania
(1/28/2026)
RR
Tennessee
(1/28/2026)
RR
Texas
(1/28/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/23/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 7/6/2004
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/6/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/11/2004
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

OA
OLEA ADVISORY SERVICES
OLEA ADVISORY SERVICES

CRD#: 340377 / SEC#:

Florida
Registered Investment Advisory firm - (4/10/2026 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1250 S. Pine Island Road Suite 225, Plantation, FL 33324
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

OLEA ADVISORY SERVICES

CRD#: 340377Plantation, FL 33324

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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