Paul M. Lamandia

CHARLES SCHWAB & CO.

Stockton, CA 95219-2303

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CRD#: 4841009

Professional summary

Paul Michael Lamandia is a registered financial advisor currently at CHARLES SCHWAB & CO., INC. located in Stockton, California and OLIVEIRA WEALTH located in Modesto, California.

Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Paul has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

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 Paul Michael Lamandia's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 19, 2008 - Present

CHARLES SCHWAB & CO., INC.

Office #1: 3101 W. March Lane Suite A, Stockton, CA 95219-2303

RIA

CRD#: 5393

Stockton, CA

Current

July 27, 2026 - Present

OLIVEIRA WEALTH

Office #1: 810 Standiford Ave Suite 1, Modesto, CA 95350

RIA

CRD#: 315326

MODESTO, CA

Current

September 19, 2008 - Present

CHARLES SCHWAB & CO., INC.

Office #1: 3101 W. March Lane Suite A, Stockton, CA 95219-2303

RIA

CRD#: 5393

Stockton, CA

Past

January 1, 2008 - October 29, 2008

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

MODESTO, CA

Past

January 1, 2008 - October 29, 2008

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

MODESTO, CA

Past

November 24, 2004 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

MODESTO, CA

Past

October 28, 2004 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

MODESTO, 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".

OLIVEIRA WEALTH

OLIVEIRA WEALTH | OLIVEIRA WEALTH, LLC

CRD#: 315326 / SEC#: 801-122522

RIA

Registered Investment Advisory firm - (10/20/2021 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.

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

Arizona
(3/5/2015)

IAR

California
(9/19/2008)

California
(9/22/2008)

Florida
(2/19/2015)

Idaho
(2/18/2015)

Illinois
(4/27/2022)

Michigan
(6/20/2017)

Nevada
(6/6/2011)

New York
(9/20/2020)

North Carolina
(3/30/2023)

Ohio
(8/29/2022)

Oregon
(2/18/2015)

Tennessee
(3/31/2023)

Texas
(6/27/2013)

IAR

Texas
(1/2/2019)

Utah
(1/28/2014)

Washington
(9/24/2012)

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

State Security Law Exam

IAR

Series 66

Date: 11/22/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/7/2004

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

OLIVEIRA WEALTH

OLIVEIRA WEALTH | OLIVEIRA WEALTH, LLC

CRD#: 315326 / SEC#: 801-122522

RIA

Registered Investment Advisory firm - (10/20/2021 Approved)

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Contact information

Main Address

810 Standiford Ave Suite 1, Modesto, CA 95350

Mailing Address

Phone number

(209) 579-2332

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV: FIRM BROCHURE (2/18/2025)

Regulatory assets under management

Total Number of Accounts	905
AUM (Assets Under Management)	$ 272,989,903

Red Flags

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

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Firm Stability Insights

Paul M. Lamandia

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Michael Lamandia's CRS (Customer Relationship Summary).

Certified licenses

Experience

OLIVEIRA WEALTH

CHARLES SCHWAB & CO., INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

OLIVEIRA WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 11/22/2004

SIE

Date: 10/1/2018

Series 7

Date: 10/7/2004

FINRA

Nasdaq Stock Market

Current Firm

OLIVEIRA WEALTH

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OLIVEIRA WEALTH

TRUST BUT VERIFY

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