Alexandre Oliveira has been an investment adviser representative at Northeast Planning Associates since July 2008, and is not listed among the firm’s executive officers or direct owners. Alexandre Oliveira holds a Bachelor of Science from Bentley University.
Northeast Planning Associates, Inc. is a Bedford, NH firm with $414M under management, 959 clients and 69 advisers across 36 offices, as of its May 2026 filing.
Alexandre Oliveira is Founder and Managing Principal of Olive Tree Wealth, which offers financial planning through Northeast Planning Associates, Inc. He provides comprehensive financial planning with experience in retirement planning, tax management, college funding and estate planning. He has also developed an institutional side of the practice, with strategic partnerships with two Massachusetts credit unions.
Alexandre Oliveira’s longest registration is the current one, 18 years at LPL Financial LLC since 2008.
- – present · 18 yearsWaltham, MA · Adviser representative · Firm CRD 131406
- LPL Financial LLCAlso current– present · 18 yearsAdviser representative and broker · Firm CRD 6413
Investment adviser representative registrations
Alexandre Oliveira is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from July 2008; the most recent is Texas, in March 2023.
- MassachusettsSince 7 July 2008
- TexasResidentSince 20 March 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 8 November 2004 |
| Series 7 | General Securities Representative Examination | 16 August 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Alexandre Miguel Oliveira
- CRD
- 4819353
- Firm
- Northeast Planning Associates · CRD 131406
- Office
- Waltham, MA
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2004
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- olivetreewealth.com
Where does Alexandre Oliveira work?
Alexandre Oliveira is an investment adviser representative registered through Northeast Planning Associates, Inc. since July 2008, and is not listed among the firm’s executive officers or direct owners.
Is Alexandre Oliveira a financial advisor?
Yes. Alexandre Oliveira has a current investment-adviser registration in Massachusetts and Texas, through Northeast Planning Associates since July 2008.
How many years of experience does Alexandre Oliveira have?
Alexandre Oliveira has 22 years in the financial industry, since August 2004, across 2 adviser firms.
What exams has Alexandre Oliveira passed?
Alexandre Oliveira has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2004. FINRA credited Alexandre Oliveira with the SIE, which began in October 2018.
Where is Alexandre Oliveira based?
Alexandre Oliveira’s registered office is in Waltham, MA.
Is Alexandre Oliveira registered with FINRA?
Yes. Alexandre Oliveira has a current broker registration, under CRD 4819353.
Source: FINRA BrokerCheck
How can I verify Alexandre Oliveira’s record?
Search CRD 4819353 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Alexandre Oliveira’s full registration record.
