TrueAdvisor
TrueAdvisor
AS
AS

Aaron Matthew Stowell

Oppenheimer & CO. INC.
24 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

Phipps Tower-3438 Peachtree Rd Ne, Suite 950, Atlanta, GA, 30326

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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.
June 2024 - Present · 1 yr 8 mos
Oppenheimer & CO. INC.Broker
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Morgan Stanley
March 2010 - June 2024 · 14 yrs 3 mos
Morgan StanleyBroker
June 2009 - June 2024 · 15 yrs
Morgan Stanley & CO. IncorporatedBroker
August 2007 - June 2009 · 1 yr 10 mos
E*trade Securities LLCBroker
May 2001 - September 2007 · 6 yrs 4 mos
State Registrations2 states
GAMA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.