Chrysler East
New York, NY
SPECIALTIES
- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
All Licenses
JERRY WOLF,
AIF® , CIMA®
BRANCH MANAGER, ASSISTANT, MANAGING DIRECTOR-INVESTMENTS
jerry.wolf@opco.comAbout the Branch
Oppenheimer’s flagship branch at 666 Third Avenue is home to approximately 100 Financial Professionals. Our office provides guidance and manages over $20 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, two advisors from the Chrysler East office added to that success record by being named to the 2022 Forbes|SHOOK Best-In-State Wealth Advisors List. They are: Christopher Lazos and David Schoenkin.
Awards Criteria
A Robust Business Platform
The Oppenheimer Chrysler East office supports the largest number of our Financial Professionals who service both international and domestic business.
- The Chrysler East office has a proud, three decade long history
- The Chrysler East office manages over $20 billion in assets for both domestic and international private clients and institutional relationships
All of our financial professionals have access to:
- Extensive onboarding support with local turnkey account opening, transition, administration, and maintenance
- On-the-ground operations and compliance support that provides local access
- A complete portfolio of asset management capabilities for individuals, family offices, and institutions
- Solutions that include: offshore mutual funds and the ability to transact in domestic and offshore exchanges
Every financial professional has the ability to develop their practice within an entrepreneurial, supportive culture:
- Compliance provides clear support, guidance, and protections to assist your practice so that it runs smoothly
- Account safety is paramount and includes multiple layers of asset protection
The Oppenheimer Difference
In less than one year at Oppenheimer, Paul Damiba exceeded his AUM prior to joining our firm. Paul's extraordinary success within the first year is something to celebrate! Listen to Paul share his story.
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.
Read More Customer Asset ProtectionOur Story in Numbers
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985
Financial Professionals
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$100.3
Billion Client Assets under Administration
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91
Branch Offices across the United States
Products & Services
Planning for Retirement
Achieve your retirement goals on your terms.
