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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

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JERRY WOLF

JERRY WOLF,

AIF® , 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 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.

Advisor Stories

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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Our Story in Numbers

*Stats as of September 30, 2022
  • 985

    Financial Professionals

  • $100.3

    Billion Client Assets under Administration

  • 91

    Branch Offices across the United States

Products & Services

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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couple looking at a tablet

Growing My Wealth

Planning your wealth on your terms.

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woman and grandchild

Planning for Retirement

Achieve your retirement goals on your terms.

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