Matthew
Wade
Oppenheimer & Co. Inc
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About this Advisor
Matthew Wade is a financial advisor based in New York, New York, working with Oppenheimer & Co. Inc. Matthew has previously held positions at UBS Financial Services and Oppenheimer & Co. Inc. Matthew has passed the Series 66 regulatory exam and is registered to provide services in New Jersey and New York. Currently, Matthew is part of Oppenheimer & Co. Inc, which operates out of New York, New York. 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
Matthew Wade Work History
Oppenheimer & Co. Inc
Ubs Financial Services
Ubs Financial Services
Disclosures
Please visit the SEC profile of Matthew Wade 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
Melville, NY
New York, NY
Virginia Beach, VA
New York, NY
New York, NY
Florham Park, NJ
New York, NY
New York, NY
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