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Edward John Driscoll

Oppenheimer & Co. Inc.

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About Edward John Driscoll

Edward Driscoll is a financial advisor with over 30 years of experience in the industry. Edward is currently registered with Oppenheimer & Co. Inc. and has previously worked with Tullett Prebon Financial Services LLC, Tullett Liberty Brokerage Inc., EXCO RMJ Securities Corp., Fundamental Brokers, and Fundamental Brokers Inc.

Firm Information

Edward Driscoll is currently registered with Oppenheimer & Co. Inc.. Oppenheimer & Co. Inc. is a corporation formed in December 1954 and headquartered in New York City. The firm provides a range of advisory services, including financial planning, pension consulting, selection of other advisors, portfolio management for businesses, individuals, and pooled investment vehicles. Oppenheimer & Co. Inc. manages approximately $1 billion to $10 billion in assets for a diverse clientele, including individuals, corporations, institutions, and government entities. The firm is registered with the SEC and in all 50 states.
Oppenheimer & Co. Inc.

85 BROAD STREET

NEW YORK, NY 10004

$27.45B

Assets Under Management

Not reported

Total Clients

1,429

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Edward Driscoll’s Registration & Firm History

NY

03/18/2019 - Present

Oppenheimer & Co. Inc. (HAUPPAUGE NY)

NY

08/22/2008 - 03/19/2019

TULLETT PREBON FINANCIAL SERVICES LLC (New York NY)

NY

06/24/1996 - 10/09/2008

TULLETT LIBERTY BROKERAGE INC. (NEW YORK NY)

NY

09/11/1992 - 06/26/1996

EXCO RMJ SECURITIES CORP. (NEW YORK NY)

NA

02/28/1991 - 09/09/1992

FUNDAMENTAL BROKERS

NA

10/23/1989 - 02/28/1991

FUNDAMENTAL BROKERS INC.

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Licenses & Designations

BC

Issued 01/31/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 72 - Government Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/28/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Edward John Driscoll.
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