Merrell SiegelCRD Number: 1059543
Current Firm: Oppenheimer & Company Inc.
Merrell Siegel (CRD# 1059543) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Los Angeles, CA and has over 35 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Oppenheimer & Company Inc.||Houston, TX||Aug 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1982|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management9,642MILLIONS
Total Number of Accounts20,229ACCOUNTS
Average Account Value$476,650
- 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, VT, WA, WI, WV