New York, NY
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
Financial Advisors
Billion Client Assets under Administration
Branch Offices across the United States
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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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!
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