Alan
Woller
Oppenheimer & Co. Inc
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About this Advisor
Alan Woller is a financial advisor based in Princeton, New Jersey, working with Oppenheimer & Co. Inc. Alan has previously held positions at Morgan Stanley, Morgan Stanley Private Bank, National Association, and Oppenheimer & Co. Inc. Alan has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Alan is part of Oppenheimer & Co. Inc, which operates out of Princeton, New Jersey. The firm has 117 offices and 2,812 employees. The firm manages assets totaling $27.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Oppenheimer & Co. Inc includes asset-based, fixed, commission-based, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Oppenheimer & Co. Inc Brokerage Details
$27,451,266,086
2,812
34,493
$795,850
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
Alan Woller Work History
Oppenheimer & Co. Inc
Morgan Stanley Private Bank, National Association
Morgan Stanley
Disclosures
Please visit the SEC profile of Alan Woller 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
Los Angeles, CA
Houston, TX
Virginia Beach, VA
New York, NY
New York, NY
Florham Park, NJ
New York, NY
New York, NY
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