Eric Olivero has been an investment adviser representative at Lifeworks Advisors since August 2018, and is not listed among the firm’s executive officers or direct owners.
Lifeworks Advisors, LLC is a Grand Rapids, MI firm with $967M under management, 1,814 clients and 40 advisers across 37 offices, as of its June 2026 filing.
- Lifeworks Advisors, LLCCurrent– present · 8 yearsGrand Rapids, MI · Adviser representative · Firm CRD 288255
Investment adviser representative registrations
Eric Olivero is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from August 2018; the most recent is Texas, in March 2021.
- MichiganSince 17 August 2018
- TexasResidentSince 4 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 August 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Eric David Olivero
- CRD
- 7005329
- Firm
- Lifeworks Advisors · CRD 288255
- Office
- 4095 PARK EAST CT., STE. C, Grand Rapids, MI 49546
- Registration
- Investment adviser registration
- In the industry since
- August 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Eric Olivero work?
Eric Olivero is an investment adviser representative registered through Lifeworks Advisors, LLC since August 2018, and is not listed among the firm’s executive officers or direct owners.
Is Eric Olivero a financial advisor?
Yes. Eric Olivero has a current investment-adviser registration in Michigan and Texas, through Lifeworks Advisors since August 2018.
How many years of experience does Eric Olivero have?
Eric Olivero has 8 years in the financial industry, since August 2018, across 1 adviser firm.
What exams has Eric Olivero passed?
Eric Olivero passed the Series 65 in August 2018.
Where is Eric Olivero based?
Eric Olivero’s registered office is in Grand Rapids, MI.
Is Eric Olivero registered with FINRA?
No. Eric Olivero has no current broker registration.
How can I verify Eric Olivero’s record?
Search CRD 7005329 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Olivero’s full registration record.
