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,

CIMA®

BRANCH MANAGER, ASSISTANT, EXECUTIVE 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.


Join Oppenheimer

two business people meeting
A FIRM WITH A LONG STANDING HISTORY
3 Reasons to
Join Oppenheimer
1. Name Brand Recognition

Oppenheimer & Co. Inc. has been providing wealth management services since 1881.


2. Small Firm Feel

Oppenheimer is the right size vs large competitors.


3. Entrepreneurial Business Models

It’s your business – and your choice to decide what is best for your clients.


If you would like to learn more, the Branch Manager would be pleased to speak with you.

Our Story in Numbers

*Stats as of September 30, 2019
  • 1,043

    Financial Advisors

  • $87.6

    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.

Read More

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
previous arrow icon next arrow icon
future of everything

THE FUTURE OF EVERYTHING

Themes in an Era of Disruption

  • Stay Tuned
  • New York, NY

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.