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Trevor Thomas Allred

Oppenheimer & Co. Inc.

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About Trevor Thomas Allred

Trevor Thomas Allred is a financial professional registered with Oppenheimer & Co. Inc. in New York, NY. Trevor has been in the industry since November 17, 2019. Trevor holds the Series 63, Series 86, Series 87 and SIE licenses. Trevor is registered with the states of Minnesota, New Jersey and New York.

Firm Information

Trevor Allred 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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Trevor Allred’s Registration & Firm History

NY

11/18/2019 - Present

Oppenheimer & Co. Inc. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/17/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/18/2019

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 11/06/2019

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 10/02/2019

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 Trevor Thomas Allred.
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