Joan
Gilchrist

Oppenheimer & Co. Inc

CRD#728639
Investment Advisor
in Bonita Springs, FL
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About this Advisor

Joan Gilchrist is a financial advisor operating in Bonita Springs, Florida, with 15 years of work experience. Gilchrist works at Oppenheimer & Co. Inc. Throughout their career, they have worked at Oppenheimer Asset Management Inc and Fahnestock & Co. Inc. Gilchrist holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Florida, Texas and Illinois. Oppenheimer & Co. Inc is a registered investment business headquartered in Bonita Springs, Florida. The firm has offices in 77 locations and a total of 2,740 advisors. It manages $11 billion in assets between its 21,879 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 92 charities and foundations. Of its 21,879 customer accounts, just 2% are held by high-net-worth investors who have more than $1 million in investable assets. The firm 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 fees usually are based on the services. Fee types billed by Oppenheimer & Co. Inc likely consist of some combination of asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

15 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

Disclosures

No

Office Location

Bonita Springs, FL

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Oppenheimer & Co. Inc Brokerage Details

Total Assets Under Management

$10,613,813,009

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

2,868

FL Average: 88
Total Number of Accounts

23,088

FL Average: 3,892
Average Account Size

$459,711

FL Average: $1,917,921

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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

Joan Gilchrist Work History

Joan has 15 years of experience.

2003 - Present (16 years)

Oppenheimer Asset Management Inc

2003 - Present (16 years)

Fahnestock & Co. Inc

Disclosures

Joan Gilchrist has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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