Michael Dickstein, financial advisor Jenkintown PA
73 score

Michael Dickstein

CRD Number: 5458365
Current Firm: Oppenheimer & Company Inc.

Michael Dickstein (CRD# 5458365) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Jenkintown, PA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Oppenheimer & Co Inc. Pottsville, PA Sep 2014 - Current 2
Unemployed Vestal, NY Jan 2014 - Sep 2014 < 1
Merrill Lynch Binghamton, NY Jun 2011 - Jan 2014 2
Morgan Stanley Smith Barney Binghamton, NY Jun 2009 - Jun 2011 2
Morgan Stanley & Company, Incorporated Binghamton, PA Nov 2007 - Jun 2011 3
Circut City Vestal, NY Oct 2005 - Nov 2007 2
City Of Binghamton Schools Binghamton, NY Aug 2005 - Nov 2007 2
Binghamton University Bcc Vestal, NY Sep 1997 - May 2007 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Michael C. Dickstein
Phone Number: 212-668-8000
Firm Website: http://www.opco.com
Registered State(s):
  • 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
73

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