Aida Iris Velazquez

Oppenheimer & CO. INC.

18 Years of Experience

Broker

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

1221 Brickell Avenue, 27th Floor, Miami, FL, 33131

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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.

Other Business Activities

Aida owns rental properties in Puerto Rico and is responsible for their maintenance. She also performs supervisory oversight for Insigneo Advisory Services LLC and is a real estate associate with Brickell Brokers, dedicating minimal time to real estate investments. Finally, Aida owns Tuvalu LLC, created for potential investments but currently inactive.