Joseph Aiello, financial advisor Chicago IL

Joseph Aiello

CRD Number: 6348729
Current Firm: Oppenheimer & Company Inc.

Joseph Aiello (CRD# 6348729) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Chicago, IL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Oppenheimer & Company Inc. Chicago, IL Aug 2015 - Current 6
Joe Caputo & Sons Mkt Palatine, IL Jul 2009 - Aug 2015 6
Dominican University River Forest, IL Aug 2011 - May 2015 3
Oppenheimer & Company Inc. Chicago, IL May 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2017
Contact Info for Joseph Aiello
Phone Number: 212-668-8000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    27,024
    MILLIONS
  • Total Number of Accounts
    30,576
    ACCOUNTS
  • Average Account Value
    $883,838
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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