Makayla Vazquez
Advisor at Oliver Luxxe Assets LLC
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.
Advisor at Oliver Luxxe Assets LLC
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.
Location
Gladstone, NJ 07934
Credentials
Series 63, Series 65
Industry experience
3 years
Makayla Vazquez is a financial advisor at Oliver Luxxe Assets LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services Inc. and Lazard Asset Management LLC. Oliver Luxxe Assets LLC serves individual and high-net-worth clients along with institutional clients such as pension plans, trusts, and family offices. The firm uses a proprietary multi-factor quantitative screening process combined with fundamental research to implement tailored investment strategies across equity mandates and other asset types, managing approximately $864 million in assets.
Based on Oliver Luxxe Assets LLC
Fixed fees up to $10,000 for financial planning and consulting services, negotiable
$0 - $30 million: 0.90% (Small Cap Equity) $30 million - $50 million: 0.80% (Small Cap Equity) $50 million+: 0.70% (Small Cap Equity) $0 - $30 million: 0.80% (Smid Cap Equity) $30 million - $50 million: 0.70% (Smid Cap Equity) $50 million+: 0.60% (Smid Cap Equity) $0 - $30 million: 0.70% (Select Equity) $30 million - $50 million: 0.60% (Select Equity) $50 million+: 0.50% (Select Equity) $0 - $30 million: 0.60% (Core Equity) $30 million - $50 million: 0.50% (Core Equity) $50 million+: 0.40% (Core Equity)
Certain supervised persons offer insurance products and securities brokerage on a separate commission basis
Minimum fee: Minimum annual fees may apply but are negotiable and not specifically stated
10 Lackawanna Ave, Suite 9
Gladstone, NJ 07934
New Jersey
Oliver Luxxe Assets LLC
2025 - Present (1 year)
UBS Financial Services
2024 - 2025 (1 year)
Lazard Asset Management LLC
2022 - 2024 (2 years)
Unemployed/ Traveling
2021 - 2022 (1 year)
Lazard Asset Management LLC
2021 - 2021 (1 year)
Private Advisor Group
2020 - 2020 (1 year)
Elon University
2018 - 2021 (3 years)
West Morris Mendham High School
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
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Is not active or affiliated with:
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Bank
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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