Matthew Marcolina, financial advisor Jenkintown PA
96 score

Matthew Marcolina

CRD Number: 3022388
Current Firm: Oppenheimer & Company Inc.

Matthew Marcolina (CRD# 3022388) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Jenkintown, PA and has over 15 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Oppenheimer & Co Inc. Jenkintown, PA Mar 2001 - Current 15
Wells Fargo Advisors LLC Philadelphia, PA May 2009 - Mar 2015 5
Wachovia Securities, LLC Philadelphia, PA Feb 2007 - May 2009 2
Wachovia Securities, LLC Jenkintown, PA Nov 2005 - May 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2000
S65 NASAA Investment Advisors Law Examination Dec 2000
Contact Info for Matthew S. Marcolina
Phone Number: 212-668-8000
Firm Website: http://www.opco.com
Registered State(s):
  • CA
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    9,080
    MILLIONS
  • Total Number of Accounts
    19,246
    ACCOUNTS
  • Average Account Value
    $471,802
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, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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