Charles
Hillis

Oppenheimer & Co. Inc

CRD#835386
Investment Advisor
in Jenkintown, PA

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About this Advisor

Charles Hillis is a chartered financial analyst based in Jenkintown, Pennsylvania with 5 years of industry experience. Hillis is on the advisory team at Oppenheimer & Co. Inc. Their career trajectory has included roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Oppenheimer & Co. Hillis holds Series 63 and Series 66 licenses, designating them as a securities broker, and can work in Pennsylvania. Oppenheimer & Co. Inc is a financial advisory firm based out of New York, NY. The investment advisory business has offices in 118 locations and a total of 2,784 people on staff. It handles $23 billion in assets under management among its 32,333 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 145 charities and foundations. Of its 32,333 customer accounts, just 2% belong to high-net-worth investors who have more than $1 million in investable assets. Oppenheimer & Co. Inc performs a broad range 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 charged by financial advisors typically are based on the type of services offered. However, fee types charged by Oppenheimer & Co. Inc may include asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

Years Registered*

5 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

One Pitcairn Place 165 Township Line Road, Suite 2300
Jenkintown, PA 19046

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Oppenheimer & Co. Inc Brokerage Details

Total Assets Under Management

$22,650,951,893

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

2,784

PA Average: 88
Total Number of Accounts

32,333

PA Average: 3,892
Average Account Size

$700,552

PA 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

Charles Hillis Work History

Charles has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Oppenheimer & Co

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo 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 Charles Hillis 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

Barry Cash
New York, NY
Laura White
Miami, FL
Jeremy Kosh
Stamford, CT
Hugo Bartell
Charlotte, NC
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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