Edgardo
Martinez
Oppenheimer & Co. Inc
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About this Advisor
Edgardo Martinez is a financial advisor operating out of Stamford, Connecticut with a total of 10 years of industry experience. Martinez is an employee of Oppenheimer & Co. Inc. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Na and Oppenheimer & Co. Inc. Martinez has Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Connecticut. Oppenheimer & Co. Inc is an advisory company that has its headquarters in New York, NY. The company has offices in 118 locations and a total of 2,784 employees. It handles $23 billion in total assets among its 32,333 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 145 charities and foundations. Of its 32,333 customer accounts, just 2% are held by high-net-worth clients who have greater than $1 million in investable assets. The company has a broad set of services, such as 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. Financial advisory fees are based on the type of services offered. Fees billed by Oppenheimer & Co. Inc likely include asset-based, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oppenheimer & Co. Inc Brokerage Details
$22,650,951,893
2,784
32,333
$700,552
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
Edgardo Martinez Work History
Edgardo has been registered as a financial advisor for 10 years.*
Oppenheimer & Co. Inc
Bank Of America,Na
Merrill Lynch, Pierce, Fenner & Smith 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 Edgardo Martinez 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
Stamford, CT
Los Angeles, CA
Princeton, NJ
Wayne, PA
New York, NY
New York, NY
Boca Raton, FL
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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