Ari
Wald

Oppenheimer & Co. Inc

CRD#4881362
Investment Advisor
in New York, NY
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About this Advisor

Ari Wald is a chartered financial analyst based out of New York, New York, with a total of 14 years of experience as a financial advisor. Wald currently works for Oppenheimer & Co. Inc. Their career trajectory has included roles at Brown Brothers Harriman & Co, The Princeridge Group, Wolfe Research Securities and Oppenheimer & Co. Inc. Wald holds a Series 63 license, certifying them as a securities agent, and can advise clients in New Jersey. Oppenheimer & Co. Inc is a registered investment business that has its headquarters in New York, New York. It has offices in 77 locations and a total of 2,740 employees. It manages $11 billion in assets across its 21,879 accounts, making it one of the biggest firms in the country by assets under management. The firm advises 92 charitable organizations. Of its 21,879 accounts, just 2% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Oppenheimer & Co. Inc has a diverse range 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 fees usually depend on which service is provided. Fee types charged by Oppenheimer & Co. Inc may include asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

14 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

85 Broad Street 25Th Floor,26Th Floor
New York, NY 10004

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Oppenheimer & Co. Inc Brokerage Details

Total Assets Under Management

$10,613,813,009

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

2,868

NY Average: 88
Total Number of Accounts

23,088

NY Average: 3,892
Average Account Size

$459,711

NY 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

Ari Wald Work History

Ari has 14 years of experience.

2014 - Present (5 years)

Oppenheimer & Co. Inc

2013 - 2014 (1 year)

Wolfe Research Securities

2012 - 2013 (1 year)

The Princeridge Group

2004 - 2012 (8 years)

Brown Brothers Harriman & Co

Disclosures

Ari Wald has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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