Joseph AielloCRD 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.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Hightower Advisors, LLC
|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|
Total Assets Under Management27,024MILLIONS
Total Number of Accounts30,576ACCOUNTS
Average Account Value$883,838
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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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