linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brian Oliveira

Clear Street LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brian? Claim Your Profile

About Brian Oliveira

Brian Oliveira is a financial professional with over 12 years of experience in the industry. Brian is currently registered with Clear Street LLC. Brian has held previous roles with LIGHTSPEED FINANCIAL SERVICES GROUP LLC, WEDBUSH SECURITIES INC., KCG AMERICAS LLC, and KNIGHT CAPITAL AMERICAS, L.P.. Brian has passed the Series 7, Series 27, Series 99TO, and SIE exams. Brian is licensed in New York.

Firm Information

Brian Oliveira is currently registered with Clear Street LLC. Clear Street LLC is a Limited Liability Company formed in December 2016. The firm is registered in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia. They are also registered with the Securities and Exchange Commission (SEC).

Not reported

Assets Under Management

Not reported

Total Clients

149

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brian Oliveira’s Registration & Firm History

NY

05/02/2023 - Present

Clear Street LLC (NEW YORK NY)

NJ

04/08/2016 - 04/28/2023

LIGHTSPEED FINANCIAL SERVICES GROUP LLC (Morristown NJ)

NJ

06/14/2016 - 12/19/2018

WEDBUSH SECURITIES INC. (JERSEY CITY NJ)

NJ

07/02/2012 - 04/01/2016

KCG AMERICAS LLC (JERSEY CITY NJ)

NJ

01/01/2011 - 07/02/2012

KNIGHT CAPITAL AMERICAS, L.P. (JERSEY CITY NJ)

Not sure if Brian Oliveira is right for you?

Licenses & Designations

BC

Issued 12/31/2014

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/29/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MIAX PEARL, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Brian Oliveira.
Not sure if Brian Oliveira is right for you?