Christopher
Munnelly

Oppenheimer & Co. Inc

CRD#6619035
Investment Advisor
in Winston Salem, NC

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About this Advisor

Christopher Munnelly is a financial advisor who works in Winston Salem, North Carolina with 6 years of relevant experience. Munnelly is an employee of Oppenheimer & Co. Inc. Over the course of their career, they have held roles at Lululemon Athletica, Southtech Orthopedics, Houston Astros, Bolier, High Point University, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Student and Oppenheimer & Co. Inc. Munnelly has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in North Carolina and Texas. Oppenheimer & Co. Inc is an advisory company that has its headquarters in New York, NY. It has offices in 118 locations and a total of 2,784 employees. It administers $23 billion in assets under management across its 32,333 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 145 charitable organizations. Of its 32,333 accounts, just 2% are associated with high-net-worth investors who have more than $1 million in assets. The business performs a diverse array 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 largely are based on which services the firm provides the client. However, fee types charged by Oppenheimer & Co. Inc most likely consist of any combination of asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

6 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

Office Location

380 Knollwood Street Suite 300
Winston Salem, NC 27103

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Oppenheimer & Co. Inc Brokerage Details

Total Assets Under Management

$22,650,951,893

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

2,784

NC Average: 88
Total Number of Accounts

32,333

NC Average: 3,892
Average Account Size

$700,552

NC Average: $1,917,921

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

Christopher Munnelly Work History

Christopher has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Oppenheimer & Co. Inc

2016 - 2016 (< 1 year)

Northwestern Mutual Life Insurance Company

2016 - 2016 (< 1 year)

Northwestern Mutual Investment Services LLC

2015 - 2015 (< 1 year)

Southtech Orthopedics

2015 - 2016 (1 year)

High Point University

2014 - 2015 (1 year)

Lululemon Athletica

2013 - 2015 (2 years)

Houston Astros

2013 - 2015 (2 years)

Bolier

2009 - 2013 (4 years)

Student

*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 Christopher Munnelly 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

Elizabeth Ehlen
Bellevue, WA
Alan Woller
Princeton, NJ
Edita Raslova
New York, NY
Bradley Phillips
Atlanta, GA
F Masri
New York, NY
Michael Wolff
New York, NY
Brian Kutsmeda
Boca Raton, FL
Jaclyn Bedford
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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