Mark
Reynolds
Oppenheimer & Co. Inc
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About this Advisor
Mark Reynolds is a financial advisor who works out of Chicago, Illinois with a total of 18 years of industry experience. Reynolds is currently employed by Oppenheimer & Co. Inc. They have spent all of their time as a financial advisor at Oppenheimer & Co. Inc. Reynolds holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Illinois. Oppenheimer & Co. Inc is a business headquartered in New York, NY. The company has offices in 118 locations and a total of 2,784 advisors. It controls $23 billion in total assets among its 32,333 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 145 charities and foundations. Of its 32,333 client accounts, just 2% belong to high-net-worth investors 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. Fees for financial advice typically are based on the type of financial services. Fee types charged by Oppenheimer & Co. Inc likely consist of some blend of 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
Mark Reynolds Work History
Mark has been registered as a financial advisor for 18 years.*
Oppenheimer & 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 Mark Reynolds to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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