Michael Olivarez has been an investment adviser representative at S & D Financial since April 2026, and is not listed among the firm’s executive officers or direct owners. Michael Olivarez holds a Bachelor's degree in finance from California State University, Northridge.
S & D Financial, L.L.C. is a San Antonio, TX firm with $134M under management, 302 clients and 5 advisers across 3 offices, as of its May 2026 filing.
Michael Olivarez is Client Solutions Associate of Reliance Financial Partners. He is the first step in the firm's planning process, building financial plans alongside the advisory team, executing trades, ensuring compliance and setting up client portals. He began his career at an SEC-registered investment advisory firm in Los Angeles.
Michael Olivarez’s longest registration was under a year at Goodstein Wealth Management LLC (2024–2025). Before joining S & D Financial in 2026, Michael Olivarez was registered through Goodstein Wealth Management LLC.
- Reliance Wealth ManagementCurrent– present · under a yearSan Antonio, TX · Adviser representative · Firm CRD 332415
- Goodstein Wealth Management LLC– · under a yearEncino, CA · Adviser representative · Firm CRD 282910
Investment adviser representative registrations
Michael Olivarez is registered as an investment adviser representative in Texas, since April 2026.
- TexasSince 9 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 October 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Michael Alejandro Olivarez
- CRD
- 7999887
- Firm
- S & D Financial · CRD 332415
- Office
- 6827 CAMP BULLIS RD, STE 402, San Antonio, TX 78256
- Registration
- Investment adviser registration
- In the industry since
- June 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- reliancefinancialpartners.com
Where does Michael Olivarez work?
Michael Olivarez is an investment adviser representative registered through S & D Financial, L.L.C. since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Michael Olivarez a financial advisor?
Yes. Michael Olivarez has a current investment-adviser registration in Texas, through S & D Financial since April 2026.
How many years of experience does Michael Olivarez have?
Michael Olivarez has 1 year in the financial industry, since June 2025, across 2 adviser firms.
What exams has Michael Olivarez passed?
Michael Olivarez passed the Series 65 in October 2024.
Where did Michael Olivarez work before S & D Financial?
Before S & D Financial, Michael Olivarez was registered through Goodstein Wealth Management LLC, October 2024 to August 2025.
Where is Michael Olivarez based?
Michael Olivarez’s registered office is in San Antonio, TX.
Is Michael Olivarez registered with FINRA?
No. Michael Olivarez has no current broker registration.
How can I verify Michael Olivarez’s record?
Search CRD 7999887 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Olivarez’s full registration record.