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Eric Michael Staniek

Oppenheimer & Co. Inc.

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About Eric Michael Staniek

Eric Michael Staniek is a financial advisor with Oppenheimer & Co. Inc., an independent broker-dealer and investment advisor. Prior to joining Oppenheimer, Eric was with UBS Financial Services Inc. Eric is licensed in California and New York, holds the Series 63, Series 52TO, and SIE licenses, and has been in the industry since May 2023. Eric specializes in providing investment advice and portfolio management services to a wide range of clients, including individuals, families, and businesses.

Firm Information

Eric Staniek 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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Eric Staniek’s Registration & Firm History

CA

03/04/2024 - Present

Oppenheimer & Co. Inc. (SAN FRANCISCO CA)

CA

08/29/2023 - 02/02/2024

UBS FINANCIAL SERVICES INC. (San Francisco CA)

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Licenses & Designations

BC

Issued 09/05/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/28/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 05/31/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

New York Stock Exchange

Disclosures

There are no public disclosures for Eric Michael Staniek.
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