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nyc

Chrysler East

New York, NY

SPECIALTIES

  • Estate Planning
  • Financial Planning
  • Investment Solutions
  • Retirement Planning
  • Trust Services
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Branch manager

Chad Allen

CAIA

BRANCH MANAGER, MANAGING DIRECTOR-INVESTMENTS

chad.allen@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.


Our Story in Numbers

*Stats as of December 31, 2018
  • 1,073

    Financial Advisors

  • $80.1

    Billion Client Assets under Administration

  • 92

    Branch Offices across the United States

Let's Talk Future

Are you a financial professional interested in joining our office? If there’s one thing we’re great at, it’s working with new and existing professionals to help them grow their practices. Financial Advisors who bring their talents to Oppenheimer join something truly special. They become part of an organization that prides itself on a culture of access – to resources, to people, and ideas. And they pride themselves on being a part of helping their clients feel more confident about their financial futures, as well as helping business leaders implement new and innovative strategies and helping their communities succeed.

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Products & Services

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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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Engaging Family Office Services

Learn more Engaging Family Office Services
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