Alfredo Oliva Jr.
Advisor at Advisuite — Coral Gables, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 66
Experience Industry experience
27 years
Location
Coral Gables, FL
Advisuite
Supported
Total advisors
2Clients per advisor
2 Very LowAvg AUM per client
$1,266,763 HighHNW client ratio
0% Very LowAlfredo Oliva Jr. is a CFP® professional with 27 years of industry experience, currently affiliated with Kovack Advisors, Inc. He has worked at Kovack Advisors and Kovack Securities since 2011 and is also associated with Advisuite LLC. Outside of his advisory roles, he has ownership experience in a wealth management business and has engaged in fixed insurance product sales. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base that includes individuals, corporations, pension and profit-sharing plans, and banking institutions. The firm offers discretionary and non-discretionary asset management, third-party manager recommendations, and financial planning, focusing on diversified asset-class exposure primarily through mutual funds and ETFs.
Based on Advisuite
Based on Advisuite
Flat fee arrangements typically for administrative services or sub-advisory services; fees are negotiable
<$1,000,000 - $1,000,000: 2% $1,000,001 - $10,000,000: 1.25% $10,000,001 - $50,000,000: 1.00% >$50,000,001+: 0.50%
Minimum Hourly Fee of $1,000 / hour; final invoice provided based on actual work hours; fees negotiable and may be capped or discounted
Account minimum: $250,000
Coral Gables, FL
Coral Gables FL
Advisors at this office
2
Florida
27 years of industry experience
Advisuite Llc
2025 - Present • 1 year
Coral Gables, FL
Kovack Securities, Inc.
2011 - Present • 15 years
Ft. Lauderdale, FL
Kovack Advisors, inc.
2011 - Present • 15 years
Ft. Lauderdale, FL
Next Financial Group, Inc.
2008 - 2011 • 3 years
HSBC Securities (USA) Inc.
2006 - 2008 • 2 years
FL
Tradepro Securities, LLC.
2005 - 2006 • 1 year
Raymond James Financial Services, inc.
2003 - 2005 • 2 years
Coral Gabels, FL
A. G. Edwards & Sons, Inc.
1998 - 2003 • 5 years
Coral Gables, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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