Aaron
Maciak

Oppenheimer & Co. Inc

CRD#7336234
Investment Advisor
in Florham Park, NJ

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About this Advisor

Aaron Maciak is a financial advisor based in Florham Park, New Jersey with a total of 1 year of industry experience. Maciak is an advisor for Oppenheimer & Co. Inc. Their career trajectory has included roles at Ameriprise Financial Services, Panther Pub, Pioneers Of Marketing LLC, Panther Pub: Unemployed, Centenary University, Hackettstown High School and Oppenheimer & Co. Inc. Maciak has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in New Jersey. Oppenheimer & Co. Inc is an advisory company operating out of New York, NY. It has offices in 118 locations and a total of 2,784 advisors. It oversees $23 billion in assets between its 32,333 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 145 charitable organizations. Of its 32,333 customer accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Oppenheimer & Co. Inc performs 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. Financial advisory fee schedules usually depend on the type of services. Fee types charged by Oppenheimer & Co. Inc likely consist of some combination of asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

1 year

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

200 Park Avenue Suite 150
Florham Park, NJ 07932

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Oppenheimer & Co. Inc Brokerage Details

Total Assets Under Management

$22,650,951,893

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

2,784

NJ Average: 88
Total Number of Accounts

32,333

NJ Average: 3,892
Average Account Size

$700,552

NJ 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

Aaron Maciak Work History

Aaron has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Oppenheimer & Co. Inc

2021 - 2022 (1 year)

Ameriprise Financial Services

2020 - 2020 (< 1 year)

Panther Pub: Unemployed

2020 - 2021 (1 year)

Panther Pub: Unemployed

2017 - 2017 (< 1 year)

Pioneers Of Marketing LLC

2016 - 2020 (4 years)

Centenary University

2015 - 2020 (5 years)

Panther Pub

2012 - 2016 (4 years)

Hackettstown High School

*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 Aaron Maciak 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

Mark Abbonizio
Wayne, PA
Mark Roman
Los Angeles, CA
Elizabeth Ehlen
Bellevue, WA
Alan Woller
Princeton, NJ
F Masri
New York, NY
Michael Wolff
New York, NY
Brian Kutsmeda
Boca Raton, FL
Edita Raslova
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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