John Olivieri

NORTH SHORE WEALTH MANAGEMENT

WESTFORD, MA 01886

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CRD#: 7856954

Professional summary

John Olivieri, who also goes by Jay Olivieri, is a registered financial advisor currently at NORTH SHORE WEALTH MANAGEMENT located in Westford, Massachusetts.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. John has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jay Olivieri

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.

John Olivieri is an accountant. From time to time, he will offer clients advice or products from this activity. North Shore Wealth Management always acts in the best interest of the client. Clients are in no way required to utilize the services of any representative of North Shore Wealth Management in their capacity as an accountant. John Olivier provides CFO services to Westford Dermatology in Westford, MA. John Olivieri owns an accounting business, Dermatology Financial Planning dba Docbookkeeping. He spends approximately 20 hours a week engaged in these activities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Olivieri'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®

None

Experience

Current

May 28, 2024 - Present

NORTH SHORE WEALTH MANAGEMENT

Office #1: 506 Groton Rd, Westford, MA 01886

RIA

CRD#: 329710

WESTFORD, MA

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

Massachusetts
(5/28/2024)

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: 12/13/2023

Uniform Investment Adviser Law Examination

Current Firm

NORTH SHORE WEALTH MANAGEMENT

CRD#: 329710 / SEC#:

Massachusetts

Registered Investment Advisory firm - (5/23/2024 Approved)

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Contact information

Main Address

506 Groton Rd, Westford, MA 01886

Mailing Address

Phone number

(617) 420-8300

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	8
AUM (Assets Under Management)	$ 1,388,397

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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John Olivieri

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Olivieri's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTH SHORE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 12/13/2023

Current Firm

NORTH SHORE WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NORTH SHORE WEALTH MANAGEMENT

TRUST BUT VERIFY

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