Oppenheimer & Co. Inc
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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
Years of Experience
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Oppenheimer & Co. Inc Brokerage Details
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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.
Oppenheimer & Co. Inc
Wolfe Research Securities
The Princeridge Group
Brown Brothers Harriman & Co
Ari Wald has no disclosures.
Please visit their SEC profile for more details.