Fernanda D. Oliveira

ALIYA CAPITAL PARTNERS LLC

Miami, FL 33131

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CRD#: 6854919

Professional summary

Fernanda Da Silva Oliveira, who also goes by Fernanda Oliveira, is a registered financial advisor currently at ALIYA CAPITAL PARTNERS LLC located in Miami, Florida.

Fernanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Fernanda has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Fernanda Oliveira

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 Fernanda Da Silva Oliveira'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

July 5, 2023 - Present

ALIYA CAPITAL PARTNERS LLC

Office #1: 1450 Brickell Ave Suite 2600, Miami, FL 33131

RIA

CRD#: 305988

Miami, FL

Past

June 22, 2023 - June 20, 2024

LESTE USA

RIA

CRD#: 301289

MIAMI, FL

Past

April 14, 2023 - June 20, 2024

LESTE USA

CRD#: 301289

MIAMI, FL

Past

November 4, 2017 - November 12, 2022

J.P. MORGAN SECURITIES LLC

CRD#: 79

Miami, FL

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".

ALIYA CAPITAL PARTNERS LLC

ALIYA CAPITAL PARTNERS LLC | MERIT CAPITAL | ALIYA FAMILY OFFICE

CRD#: 305988 / SEC#: 801-120065

RIA

Registered Investment Advisory firm - (1/6/2021 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.

Highlighted states indicate IAR registrations

IAR

Florida
(7/5/2023)

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

State Security Law Exam

IAR

Series 65

Date: 6/5/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/29/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/4/2017

General Securities Representative Examination

Current Firm

ALIYA CAPITAL PARTNERS LLC

ALIYA CAPITAL PARTNERS LLC | MERIT CAPITAL | ALIYA FAMILY OFFICE

CRD#: 305988 / SEC#: 801-120065

RIA

Registered Investment Advisory firm - (1/6/2021 Approved)

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Contact information

Main Address

1450 Brickell Ave Suite 2600, Miami, FL 33131

Mailing Address

Phone number

(305) 831-4999

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARCH 2025 ALIYA CAPITAL PARTNERS BROCHURE (6/10/2025)

Regulatory assets under management

Total Number of Accounts	167
AUM (Assets Under Management)	$ 1,976,717,422

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.

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Advisor Monitoring

Firm Stability Insights

Fernanda D. Oliveira

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Fernanda Da Silva Oliveira's CRS (Customer Relationship Summary).

Certified licenses

Experience

LESTE USA

LESTE USA

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

ALIYA CAPITAL PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/5/2023

Series 63

Date: 11/29/2017

SIE

Date: 10/1/2018

Series 7

Date: 11/4/2017

Current Firm

ALIYA CAPITAL PARTNERS LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALIYA CAPITAL PARTNERS LLC

TRUST BUT VERIFY

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