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Chrysler East

New York, NY

SPECIALTIES

  • Estate Planning
  • Financial Planning
  • Investment Solutions
  • Retirement Planning
  • Trust Services
CHAD ALLEN

Branch Manager

CHAD ALLEN,

CAIA

BRANCH MANAGER, MANAGING DIRECTOR-INVESTMENTS

chad.allen@opco.com

See All Licenses

JERRY WOLF

JERRY WOLF,

CIMA®

BRANCH MANAGER, ASSISTANT, MANAGING DIRECTOR-INVESTMENTS

Jerry.Wolf@opco.com

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About The Branch

Oppenheimer’s flagship branch at 666 Third Avenue is home to approximately 100 Financial Advisors. Our office provides guidance and manages over $18 billion in assets for both domestic and international private clients and institutional relationships. This guidance includes corporate cash management, futures, corporate stock options and other corporate executive services.We have been established in the community for over 30 years.

Our state of the art facilities and ongoing interactions with our affiliate Oppenheimer Asset Management Inc., and our Investment Banking department creates a culture of collaboration, and an advantage for our clients, which is recognized throughout the industry.

We are proud to have a number of award-winning financial advisors throughout our branches at Oppenheimer & Co. Inc. Recently, five advisors from the Chrysler East office added to that success record by being named to the 2020 Forbes|SHOOK  Best-In-State Wealth Advisors List . They are: Christopher Lazos, Sandy Lesser, Michael Pallitto, David Schoenkin and Stephen Seremetis. Additionally, we are pleased to have Christopher Lazos and Neil Greenspan named to OnWallStreet’s  Top 40 Advisors Under 40 List for 2020.

Awards Criteria


Branch Message about Coronavirus

Join Oppenheimer

Lets Talk Future
UPCOMING EVENT
Let's Talk Future
Innovation and Disruption in an Era of Tesla and Alternative Energy

Guest Speakers: Noah Kaye and Colin Rusch, Equity Research Analysts

Wednesday, June 3rd, 2020
5:00 PM EDT
This is going to be a ZOOM Webinar.

You will be able to use a dial-in if you do not have access to the Zoom application. Once you are registered, you will be sent an updated invitation with Zoom URL/Dial-In when it is made available

Moderated by: Steve Scrobe 
Managing Director, National Sales Manager


RSVP Here

Our Story in Numbers

*Stats as of March 31, 2019
  • 1,029

    Financial Advisors

  • $79.1

    Billion Client Assets under Administration

  • 93

    Branch Offices across the United States

Customer Asset Protection

Oppenheimer & Co. Inc. (Oppenheimer) and its predecessor firms have been offering investment services since 1881. We are a financially sound institution committed to maintaining a strong, conservatively managed balance sheet, disciplined risk management and robust internal controls designed to protect our clients’ assets. In the unlikely event that Oppenheimer becomes insolvent, there are multiple layers of protection which safeguard our customers’ holdings.

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Products & Services

couple looking at a tablet

Growing My Wealth

Planning your wealth on your terms.

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grandmother and grandchild

Planning for Retirement

Achieve your retirement goals on your terms.

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business people

Protecting My Assets

Preserve your wealth. Safeguard your future.

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three generations of women

Transitioning My Wealth

Your estate and legacy.

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advisors working together

Engaging Family Office Services

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PHILANTHROPY

It’s the Season for Giving Back

  • November 20, 2019
  • New York, NY

Chrysler East

The employees in the Chrysler East office were deciding what to do for the holidays when they agreed that they wanted to do something for the city’s less fortunate and hungry. They pulled together as a team to make care packages that included a Thanksgiving sandwich, water, banana, cookies, and hand wipes. The care packages made their way to 106 people in need – and the effort bolstered the office’s commitment to finding ways to help the less fortunate in their community.

Thank you to all those who participated!