Elizabeth Messina is a registered investment advisor at Oppenheimer Asset Management, based in New York, NY, with 21 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 44,391 clients with $20B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oppenheimer Asset Management (OAM) manages fixed income accounts with fees that vary depending on the strategy. The maximum fees range from 0.30% to 1.25%. Fees are negotiable based on the size of the client relationship and the discretion of the financial advisor. Minimum account sizes range from $150,000 to $250,000 depending on the strategy.
Location
85 Broad Street, 22nd Floor, New York, NY, 10004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Oppenheimer Asset Management
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Previous Registrations
Oppenheimer Asset Management
Biondo Investment Advisors LLC
Biondo Asset Management LLCBroker
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
New York Life Investment Management LLC
Nylife Distributors LLCBroker
State Registrations3 states
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