Advisors at this firm
Paula O
Series 65
Massapequa, NY
ADC Wealth Management, LLC
Paula Oliveras is a financial advisor at ADC Wealth Management, LLC in Massapequa, NY, holding a Series 65 designation with four years of industry experience. She has been with ADC Wealth Management since 2012. ADC Wealth Management provides portfolio management and financial planning primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to implement long- and short-term trading strategies, including options writing and derivatives, with most assets managed on a non-discretionary basis.
Douglas C
Series 63, Series 65
Massapequa, NY
ADC Wealth Management, LLC
Douglas Castro is a financial advisor at ADC Wealth Management, LLC with 4 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with ADC Wealth Management and Charles Schwab & Co., Inc. for over a decade. ADC Wealth Management provides portfolio management and financial planning services primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a range of analytical techniques and options-writing strategies within mostly non-discretionary accounts, managing approximately $206 million in assets across about 90 client relationships.