Hunter
Osolin
Oppenheimer & Co. Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Hunter Osolin is a financial advisor who works in Beachwood, Ohio with a total of 1 year of relevant experience. Osolin works at Oppenheimer & Co. Inc. The advisor has gained experience at Kinetico, Gannon University, Oppenheimer, Painesville Furniture And Carpet, Marcos Pizza, Quail Hollow Country Club, Ace Home Improvement, Mentor High School and Img Academy. Osolin maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Ohio. 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 manages $23 billion in assets under management among its 32,333 accounts, making it one of the largest firms in the country by assets under management. The firm serves 145 charitable organizations. Of its 32,333 client accounts, just 2% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The company offers 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. Fees for financial management typically depend on which services the firm provides the client. However, fee types charged by Oppenheimer & Co. Inc most likely consist of any blend of asset-based, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Hunter Osolin Work History
Hunter has been registered as a financial advisor for 1 years.*
Oppenheimer
Gannon University
Kinetico
Gannon University
Painesville Furniture And Carpet
Ace Home Improvement
Quail Hollow Country Club
Img Academy
Marcos Pizza
Mentor High School
*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 Hunter Osolin 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
Los Angeles, CA
Charlotte, NC
Princeton, NJ
Stamford, CT
New York, NY
New York, NY
Boca Raton, FL
Houston, TX
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
