Nelson
Kelly
Oppenheimer & Co. Inc
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About this Advisor
Nelson Kelly is a chartered financial consultant operating in Winston Salem, North Carolina with a total of 6 years of relevant experience. Kelly is an employee of Oppenheimer & Co. Inc. Over the course of their career, they have held roles at Suntrust Investment Services, Inc, Suntrust Advisory Services and Oppenheimer & Co. Inc. Kelly has Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in North Carolina and Texas. Oppenheimer & Co. Inc is a company based out of New York, NY. It has offices in 118 locations and a total of 2,784 financial advisors. It administers $23 billion in assets between its 32,333 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 145 charities and foundations. Of its 32,333 client accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Oppenheimer & Co. Inc provides 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 depend on the services. Fees charged by Oppenheimer & Co. Inc most likely are comprised 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
Nelson Kelly Work History
Nelson has been registered as a financial advisor for 6 years.*
Oppenheimer & Co. Inc
Suntrust Advisory Services
Suntrust Investment Services, Inc
*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 Nelson Kelly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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