Anthony
D'Ascoli

Oppenheimer & Co. Inc

CRD#4133420
Investment Advisor
in Boca Raton, FL

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About this Advisor

Anthony D'Ascoli is a financial advisor based in Boca Raton, Florida with 10 years of relevant experience. D'Ascoli is an employee of Oppenheimer & Co. Inc. Their career trajectory has included roles at Ubs Financial Services Inc and Oppenheimer & Co. Inc. D'Ascoli holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Connecticut and Florida. Oppenheimer & Co. Inc is a financial advisory business that has its headquarters in New York, NY. The company has offices in 118 locations and a total of 2,784 people on staff. It administers $23 billion in assets under management among its 32,333 client accounts, making it one of the biggest firms in the country by assets under management. The firm advises 145 charities and foundations. Of its 32,333 client accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Oppenheimer & Co. Inc offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on which services the firm provides the client. However, fees charged by Oppenheimer & Co. Inc likely consist of some blend of asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Performance-based Fees

Office Location

110 East Atlantic Avenue
Boca Raton, FL 33432

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Oppenheimer & Co. Inc Brokerage Details

Total Assets Under Management

$22,650,951,893

FL Average: $7,464,549,021
Total Number of Employees

2,784

FL Average: 88
Total Number of Accounts

32,333

FL Average: 3,892
Average Account Size

$700,552

FL Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Anthony D'Ascoli Work History

Anthony has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Oppenheimer & Co. Inc

2009 - 2013 (4 years)

Ubs Financial Services Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Anthony D'Ascoli to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Oppenheimer & Co. Inc

Elizabeth Ehlen
Bellevue, WA
Alan Woller
Princeton, NJ
Edita Raslova
New York, NY
Bradley Phillips
Atlanta, GA
F Masri
New York, NY
Michael Wolff
New York, NY
Brian Kutsmeda
Boca Raton, FL
Jaclyn Bedford
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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