Oppenheimer & Co. Inc
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About this Advisor
Wallace Davis is a chartered financial analyst based in New York, New York, who has been in the financial industry for 15 years. Davis is on the advisory team at Oppenheimer & Co. Inc. They have spent the entirety of their time as a financial advisor at Oppenheimer & Co. Inc. Davis has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Connecticut and Texas. Oppenheimer & Co. Inc is a company based in New York, New York. The firm has offices in 77 locations and a total of 2,740 financial advisors. It controls $11 billion in assets under management between its 21,879 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advice to 92 charities and foundations. Of its 21,879 customer accounts, just 2% belong to high-net-worth individuals who have more than $1 million in investable assets. The firm performs a number 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. Fees charged by financial advisors typically are based on which services the firm provides the client. Fees billed by Oppenheimer & Co. Inc most likely include any blend of 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
Wallace Davis Work History
Wallace has 15 years of experience.
Fahnestock & Co. Inc
Wallace Davis has disclosures.
Please visit their SEC profile for more details.