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Joseph Litterio Olivo

Investment Adviser Representative at Facet

Goodyear, AZCRD #6458578Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Joseph Litterio Olivo is an investment adviser representative with Facet in Goodyear, AZ, where they have been registered since 2026. They have worked in the securities industry since 2019 and have been registered with 5 firms, including Edelman Financial Engines and USAA Investment Management Company. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Arizona and Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Arizona, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/14/2023
Series 66
Uniform Combined State Law Examination
Passed 4/13/2016
Series 63
Uniform Securities Agent State Law Examination
Passed 7/20/2015
SIE
Securities Industry Essentials Examination
Passed 3/11/2026
Series 7
General Securities Representative Examination
Passed 7/15/2015
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 6/15/2016
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 6/1/2016

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

FacetCurrent
4/17/2026 – Goodyear, AZ
Edelman Financial Engines
8/15/2023 – 2/13/2026Fairfax, VA
USAA Investment Management Company
6/13/2019 – 1/3/2020Phoenix, AZ
Schwab Private Client Investment Advisory, Inc.
7/12/2018 – 5/21/2019Phoenix, AZ
Charles Schwab & Co., Inc.
4/14/2016 – 7/18/2018Phoenix, AZ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Charles Schwab & Co., Inc.
    Mar 2015 – May 2019Phoenix, AZ
  2. Schwab Private Client Investment Advisory
    Jul 2018 – May 2019Pheonix, AZ
  3. USAA Financial Advisor Inc
    May 2019 – Dec 2019Phoenix, AZ
  4. USAA Investment Management Company
    May 2019 – Dec 2019Phoenix, AZ
  5. USAA Financial Planning Services
    May 2019 – Dec 2019Phoenix, AZ
  6. Financial Engines Advisors L.L.C.
    Jul 2023 – Nov 2024Santa Clara, CA
  7. National Bank of Arizona
    Feb 2023 – Jul 2023Goodyear, AZ
  8. Rocket Mortgage
    Feb 2020 – Jan 2023Phoenix, AZ
  9. Edelman Financial Engines
    Nov 2024 – Jun 2025Santa Clara, CA
  10. Edelman Financial Engines
    Jun 2025 – Jan 2026Santa Clara, CA
  11. Facet
    Apr 2026 – no end date reportedWest Palm Beach, FL

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Facet

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small Businesses

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
78
Offices listed on AdvisorFinder:
1
Main office:
West Palm Beach, FL
SEC file number:
801-108767

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 31, 2026

View full firm profile

Other advisors at Facet

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joseph Litterio Olivo has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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