Patrick
Doherty
Oppenheimer & Co. Inc
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About this Advisor
Patrick Doherty is a financial advisor based out of Melville, New York, who has 1 year of relevant experience. Doherty is an employee of Oppenheimer & Co. Inc. Throughout their career, they have worked at Axa Advisors, LLC, Precision Water Works, Mutual Of Omaha, Mutual Of Omaha Investors Services, Astoria Bank, Sterling National Bank, Peoples United Bank and Oppenheimer And Co Inc. Doherty holds Series 66 and Series 63 licenses, certifying them as a securities representative, and is registered to advise clients in New York. Oppenheimer & Co. Inc is a business that has its headquarters in New York, NY. The firm has offices in 118 locations and a total of 2,784 financial advisors. It manages $23 billion in total assets among its 32,333 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advisory services to 145 charities and foundations. Of its 32,333 customer accounts, just 2% are held by high-net-worth investors who have greater than $1 million in investable assets. Oppenheimer & Co. Inc provides a number of services, such as 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 depend on which service is provided. Fee types charged by Oppenheimer & Co. Inc most likely consist of some combination of asset-based, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oppenheimer & Co. Inc Brokerage Details
$22,650,951,893
2,784
32,333
$700,552
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
Patrick Doherty Work History
Patrick has been registered as a financial advisor for 1 years.*
Oppenheimer And Co Inc
Peoples United Bank
Sterling National Bank
Mutual Of Omaha Investors Services
Astoria Bank
Mutual Of Omaha
Precision Water Works
Axa Advisors, LLC
*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 Patrick Doherty 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
Houston, TX
Princeton, NJ
New York, NY
Bellevue, WA
New York, NY
New York, NY
Boca Raton, FL
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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