Chrysler East

New York, NY

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Contact

666 Third Ave
New York, NY 10017

o. 212 907 4000

f. 212 667 4374

SPECIALTIES

Estate Planning
Financial Planning
Investment Solutions
Retirement Planning
Trust Services

Branch Manager

Chad Allen

CAIA

BRANCH MANAGER, MANAGING DIRECTOR-INVESTMENTS

chad.allen@opco.com

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Jerry Wolf

CIMA®

BRANCH MANAGER, ASSISTANT, EXECUTIVE 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.

THE FUTURE OF EVERYTHING

Themes in an Era of Disruption

Each month Oppenheimer hosts exclusive sessions at the Chrysler East branch that give prospective and existing clients a serious look at the trends impacting the way we live and work. Considering the world around us is changing so rapidly, it is important to keep up and learn about the future of our society. Our series titled The Future of Everything; Themes in an Era of Disruption gives clients the knowledge they need to know in order stay relevant as we constantly move toward the future. Past events included insight on blockchain, autonomous vehicles, and disruption in the retail sector.

The most recent event discussed innovation and disruption in Healthcare. The expert panelists included three Oppenheimer Healthcare Analysts: Hartaj Singh, Mark Breidenbach, and Leland Gershell. They were able to give the clients a deeper understanding on how healthcare will affect their lives as well as their money.

Our Story in Numbers

*Stats as of March 31, 2019

1,062

Financial Advisors
$87.5

Billion Client Assets under Administration
94

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.