Michael
Murdock
Oppenheimer & Co. Inc
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About this Advisor
Michael Murdock is a financial advisor operating out of Kalamazoo, Michigan with a total of 7 years of relevant experience. Murdock is currently employed by Oppenheimer & Co. Inc. Their career trajectory has included roles at Ameriprise Financial Services Inc, Oppenheimer & Co. Inc and Reset Exec. Search. Murdock maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Michigan. Oppenheimer & Co. Inc is a business operating out of 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 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 145 charitable organizations. Of its 32,333 client accounts, just 2% are associated with high-net-worth individuals who have more than $1 million in investable assets. The firm has a number 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. Fees charged by financial advisors usually vary depending on which service is offered. However, fees charged by Oppenheimer & Co. Inc most likely are comprised 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
Michael Murdock Work History
Michael has been registered as a financial advisor for 7 years.*
Oppenheimer & Co. Inc
Reset Exec. Search
Ameriprise 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 Michael Murdock 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
Princeton, NJ
Stamford, CT
Bellevue, WA
Houston, TX
New York, NY
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Boca Raton, FL
Atlanta, GA
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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