TrueAdvisor
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AB
AB

Aileen Cecilia Birch

Oppenheimer & CO. INC.
25 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Oppenheimer & CO. INC.
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
1106 advisors
Number of Clients
37,605 clients
Average Client Portfolio
$862K average
Assets Under Management
$32.4B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$250

Location

666 3rd Avenue, New York, NY, 10017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Oppenheimer & CO. INC.
July 2021 - Present · 4 yrs 7 mos
Oppenheimer & CO. INC.
March 2003 - Present · 22 yrs 11 mos
Oppenheimer & CO. INC.Broker
March 2003 - Present · 22 yrs 11 mos
Previous Registrations
Credit Suisse First Boston CorporationBroker
December 2000 - October 2001 · 10 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
October 1999 - December 2000 · 1 yr 2 mos
Bancboston Robertson Stephens INC.Broker
March 1999 - August 1999 · 5 mos
State Registrations18 states
AZCACOCTDEFLGAINLAMAMDMENCNJNYPATXUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.