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Advisors / Florida / St. Petersburg
25yrs

John Oliva

Financial advisor at Osaic Advisory Services

John Oliva has worked in the financial industry for 25 years and is a fiduciary financial advisor based in St. Petersburg, Florida. After four years at Arbor Point Advisors and three years at Equitable Advisors, John joined Osaic Advisory Services in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Osaic Advisory Services reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 1442 advisors with offices in St. Petersburg, and one of 1372 fiduciaries.

St. Petersburg, FL 33710Top 25% by experience in St. PetersburgFiduciary advisor

At a glance

Experience25 years (since 2002)
How that compares ?Top 25% by experience in St. Petersburg
Office6414 1st Ave N, St. Petersburg, FL 33710
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$508,486
Advisors at the firm277
States licensed ?1 state

Services through Osaic Advisory Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Nov 2024 – now
  2. 2020 – 2024
    Arbor Point AdvisorsPreviously
  3. 2017 – 2020
  4. 2015 – 2017
  5. Jul 2014 – Feb 2015
    Securities America Advisors, Inc.Previously
  6. 2007 – 2013
    Waddell & ReedPreviously

Questions to ask John

Tailored to John’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About John

How do I contact John?

Call Osaic Advisory Services at (866) 580-8219 and ask for John Oliva. John works from the St. Petersburg, FL office.

How long has John been a financial advisor?

John has been in the industry since 2002, about 25 years. Top 25% by experience in St. Petersburg.

What licenses does John hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is John a fiduciary?

John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is John paid?

Osaic Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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