Paul
Casali

Oppenheimer & Co. Inc

CRD#1777253
Investment Advisor
in Litchfield, CT

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About this Advisor

Paul Casali is a financial advisor based out of Litchfield, Connecticut with 20 years of relevant experience. Casali currently works for Oppenheimer & Co. Inc. They have been employed by Oppenheimer & Co. Inc for their whole career. Casali maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Connecticut and Texas. Oppenheimer & Co. Inc is an advisory business based in New York, NY. The investment advisory business has offices in 118 locations and a total of 2,784 people on staff. It manages $23 billion in total assets between its 32,333 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 145 charities and foundations. Of its 32,333 client accounts, just 2% are held by high-net-worth individuals who have more than $1 million in assets. Oppenheimer & Co. Inc offers a number 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. A financial advisor's fee schedules usually are based on which services are offered. However, fee types charged by Oppenheimer & Co. Inc most likely consist of some combination of asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

20 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

29 West Street
Litchfield, CT 06759

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Oppenheimer & Co. Inc Brokerage Details

Total Assets Under Management

$22,650,951,893

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

2,784

CT Average: 88
Total Number of Accounts

32,333

CT Average: 3,892
Average Account Size

$700,552

CT 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

Paul Casali Work History

Paul has been registered as a financial advisor for 20 years.*

1988 - Present (36 years)

Fahnestock & Co., 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 Paul Casali 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

Javier Ajjam Altimari
Houston, TX
Alan Woller
Princeton, NJ
Bradley Phillips
Atlanta, GA
Elizabeth Ehlen
Bellevue, WA
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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