Skip to Main
oppenheimer 85 broad


Melville, NY


  • Estate Planning
  • Financial Planning
  • Investment Solutions
  • Retirement Planning
  • Trust Services

Branch Manager



See All Licenses

About The Branch

Located in the financial hub of Long Island’s Suffolk County in what was once the headquarters of the Sbarro Corporation, Oppenheimer’s Melville branch has served the needs of corporate executives, families, business owners and retirees for over 30 years. We specialize in a broad range of financial services including equity and fixed income investments, tax-free municipal bonds, 401(k) retirement plans, employee stock option plans and corporate cash management.

Our dedicated Financial Advisors have built a reputation for offering stellar personalized service to clients; several Advisors have received recognitions such as: “FT 401Advisor” by the Financial Times Magazine and named to Long Island Business Reviews’ “40 Under 40” and “Top Advisor” lists.

Join Oppenheimer

dan tacktill

Dan Tacktill, Senior Director - Investments received the Long Island Business News’ (LIBN) Business and Finance Award. This honor is for his outstanding performance and for acting as a steward for Long Island’s corporations, government, and nonprofit organizations. Read more about Dan’s career, and the numerous awards he has received for his work in the latest edition of LIBN. 
Read More

In September, 401(k) Specialist, the only website, magazine and e-newsletters dedicated exclusively to helping financial advisors ensure a secure retirement for hardworking Americans through the 401(k), named Dan Tacktill as the ‘Top Advisor by Participant Outcomes’ (TAPO). The 401(k) Specialist editorial team selects a 401(k) advisor who proves their knowledge, innovation, and exceptional achievements specifically in the area of participant outcomes.
Learn More

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