Skip to Main
nyc

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

See All Licenses

JERRY WOLF

JERRY WOLF,

AIF®, CIMA®

BRANCH MANAGER, ASSISTANT, MANAGING DIRECTOR-INVESTMENTS

Jerry.Wolf@opco.com

See All Licenses

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.

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


Branch Message about Coronavirus

 

A Culture To Succeed

Your browser does not support HTML5 video.

 

Working Together For Success
Contact Me Today!

Join Oppenheimer

Covid, Congress and the Capital Markets
TAKE ACTION ON YOUR FUTURE
UPCOMING 2021 EVENTS

5/5 - Understanding Social Security
5/25 - Trust Situs and Governing Law Consideration
6/22 - No Good Deed Goes Unpunished (Ethics)
7/27 - Estate Planning for the Disabled and Aging Population
8/24 - Balancing Income Tax Planning and Estate Tax Planning
9/21 - Directed Trusts: Risks and Liabilities
10/26 - Avoiding the Future Disruption of an Estate Plan
11/16 - Dealing With a “Bad” Trustee
11/14 - Ethics Issues for Estate Planners Before the Engagement Begins


For more information, please contact Jerry Wolf, Branch Manager Assistant,  at (212) 667-4218 or jerry.wolf@opco.com

RSVP Here

Our Story in Numbers

*Stats as of December 31, 2020
  • 1,002

    Financial Professionals

  • $104.8

    Billion Client Assets under Administration

  • 92

    Branch Offices across the United States

2021 Cannon Estate Planning Teleconference Series

May 25, 2021
Trust Situs and Governing Law Consideration

June 22, 2021
No Good Deed Goes Unpunished (Ethics)

July 27, 2021
Estate Planning for the Disabled and Aging Population

August 24, 2021
Balancing Income Tax Planning and Estate Tax Planning

September 21, 2021
Directed Trusts: Risks and Liabilities

October 26, 2021
Avoiding the Future Disruption of an Estate Plan

November 16, 2021
Dealing With a “Bad” Trustee

December 14, 2021
Ethics Issues for Estate Planners Before the Engagement Begins


For more information, please contact Jerry Wolf, Branch Manager Assistant,  at (212) 667-4218 or jerry.wolf@opco.com

RSVP Here

Products & Services

couple looking at a tablet

Growing My Wealth

Planning your wealth on your terms.

Learn More
grandmother and grandchild

Planning for Retirement

Achieve your retirement goals on your terms.

Learn More
business people

Protecting My Assets

Preserve your wealth. Safeguard your future.

Learn More Opens in a new window
three generations of women

Transitioning My Wealth

Your estate and legacy.

Learn More
advisors working together

Engaging Family Office Services

Learn more Engaging Family Office Services

PHILANTHROPY

It’s the Season for Giving Back

  • November 20, 2019
  • New York, NY

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!