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Rely Hechter

Rely Hechter

CFP®
OLEA ADVISORY SERVICES
PLANTATION, FL
·CRD# 4748368·22 years experience

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.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

$50K–$100K

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Services Offered

  • Insurance Planning
  • Retirement Planning
  • Retirement Income Management
  • Budgeting
  • Investment Planning
  • Comprehensive Financial Planning

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Direct

(xxx) xxx-xxxx

Email

xxxxx@xxxx.xxx

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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.

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.

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Credentials

CFP®
Certified Financial PlannerSince 2012

Years of Experience

22 years in the financial services industry

Current & Past Employments

OLEA ADVISORY SERVICES·CRD# 340377
RIA
1250 S. Pine Island Road Suite 225, Plantation, FL 33324
April 10, 2026 - Present
LPL FINANCIAL LLC·CRD# 6413
RIA
BD
1250 S Pine Island Rd Ste 225, Plantation, FL 33324
January 28, 2026 - Present
LWM ADVISORY SERVICES, LLC·CRD# 172009
RIA
Plantation, FL
April 22, 2016 - March 17, 2026
LPL FINANCIAL LLC·CRD# 6413
BD
Plantation, FL
April 15, 2016 - January 26, 2026
BB&T INVESTMENT SERVICES, INC.·CRD# 33856
RIA
Fort Lauderdale, FL
July 8, 2015 - April 15, 2016
BB&T INVESTMENT SERVICES, INC.·CRD# 33856
BD
Fort Lauderdale, FL
July 6, 2015 - April 15, 2016
LPL FINANCIAL LLC·CRD# 6413
RIA
Hollywood, FL
January 4, 2011 - July 6, 2015
LPL FINANCIAL LLC·CRD# 6413
BD
Hollywood, FL
March 4, 2008 - July 6, 2015
IFMG SECURITIES, INC.·CRD# 14416
BD
Pembroke Pines, FL
February 23, 2007 - March 4, 2008
CUNA BROKERAGE SERVICES, INC.·CRD# 13941
RIA
Miramar, FL
November 29, 2006 - February 26, 2007
CUNA BROKERAGE SERVICES, INC.·CRD# 13941
BD
Miramar, FL
November 20, 2006 - February 26, 2007
IFMG SECURITIES, INC.·CRD# 14416
RIA
Lauderdale-by-the-sea, FL
March 30, 2005 - October 13, 2006
IFMG SECURITIES, INC.·CRD# 14416
BD
Lauderdale-by-the-sea, FL
March 25, 2005 - October 13, 2006
A. G. EDWARDS & SONS, INC.·CRD# 4
RIA
Fort Lauderdale, FL
July 8, 2004 - March 15, 2005
A. G. EDWARDS & SONS, INC.·CRD# 4
BD
St. Louis, MO
March 12, 2004 - March 15, 2005

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Current Firm

OA
OLEA ADVISORY SERVICES

OLEA ADVISORY SERVICES

CRD#: 340377
Florida
Registered Investment Advisory firm - Florida (4/10/2026 Approved)

Contact Information

Main Address

1250 S. Pine Island Road Suite 225, Plantation, FL 33324

Phone Number

(954) 414-0915

# of Employees

1

Documents

Latest Form ADV

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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.

1) 5/2/2016: Legacy Wealth Management, Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 05/01/2016 - 2 Hours Per Month During Securities Trading - Life, Health, Disability, Long-term Care, Fixed Annuities. 2) 5/9/2016: Legacy Wealth Management, Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 05/01/2016 - 2 Hours Per Month During Securities Trading - Life, Health, Disability, Long-term Care. 3) 02/28/2017: RH Wealth Planning Services - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 03/01/2017 - 160 Hours Per Month/160 Hours During Securities Trading 4) 01/15/2026 - Olea Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/13/2026 - 200 hours per month/ during trading 5) 03/26/2026 - Olea Advisory Services LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 01/13/2026 - 200 hours per month/ during trading- I provide investment advisory services through Olea Advisory Services LLC, an independent investment advisor firm. I started this business activity in 01/2026. I expect to spend approximately 200 hours per month on this activity. Please see the Form ADV for the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
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)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2010About the Series 65 exam

Series 66 — Uniform Combined State Law Examination

Passed Jul 2004About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2004About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2004About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Rely Hechter's CRS (Customer Relationship Summary).

Services Offered by Rely

  • Insurance Planning
  • Retirement Planning
  • Retirement Income Management
  • Budgeting
  • Investment Planning
  • Comprehensive Financial Planning

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Rely Hechter
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