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Fernanda Da silva Oliveira

Aliya Capital Partners LLC

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About Fernanda Da silva Oliveira

Fernanda Da silva Oliveira is an investment advisor representative with Aliya Capital Partners LLC. Fernanda is also registered as an investment advisor in Florida. Fernanda has been in the industry for over 6 years and has experience working with JPMorgan Chase Bank NA and JPMorgan Securities LLC.

Firm Information

Fernanda Oliveira is currently registered with Aliya Capital Partners LLC. Aliya Capital Partners LLC is an investment advisor based in Miami, FL. The firm provides financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. They manage assets for high net worth individuals, pooled investment vehicles, and insurance companies. Aliya Capital Partners LLC has 7 investment advisor representatives and 2 registered representatives. They have a total of 133 client accounts with approximately $1 billion in assets under management.
Aliya Capital Partners LLC

1450 BRICKELL AVE

MIAMI, FL 33131

$1.00B

Assets Under Management

Not reported

Total Clients

8

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Fernanda Oliveira’s Registration & Firm History

FL

01/01/2025 - Present

Aliya Capital Partners LLC (MIAMI FL)

FL

04/14/2023 - 06/20/2024

LESTE USA (MIAMI FL)

FL

11/04/2017 - 11/12/2022

J.P. MORGAN SECURITIES LLC (Miami FL)

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Licenses & Designations

IA

Issued 06/05/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/29/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/04/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Fernanda Da silva Oliveira.
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