AK
AK

Ahmad Khalil

8 Years of Experience
Broker
Areas of Practice
Investment Management
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
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Location

85 Broad Street, 25th Floor,26th Floor, New York, NY, 10004

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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.
May 2022 - Present · 3 yrs 9 mos
Oppenheimer & CO. INC.
May 2022 - Present · 3 yrs 9 mos
Oppenheimer & CO. INC.Broker
May 2022 - Present · 3 yrs 9 mos
Previous Registrations
Guggenheim Securities, LLCBroker
November 2020 - April 2022 · 1 yr 5 mos
Wedbush Securities INC.
February 2018 - November 2020 · 2 yrs 9 mos
Wedbush Securities INC.Broker
July 2017 - November 2020 · 3 yrs 4 mos
State Registrations2 states
CANY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.