John Meskunas, financial advisor Stamford CT
43 score

John Meskunas

CRD Number: 1978055
Current Firm: Oppenheimer & Company Inc.

John Meskunas (CRD# 1978055) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Stamford, CT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Oppenheimer & Company Inc. Stamford, CT Sep 2012 - Current 4
Newroc Motorcycles, LLC New Rochelle, NY Nov 2005 - Current 11
Biosculpture Technology New York, NY Jan 1995 - Current 21
Mahler & Emerson Inc. New York, NY Jun 2011 - Sep 2012 1
Wachovia Securities, LLC New York, NY Jul 2005 - Jun 2009 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2013
S63 Uniform Securities State Law Examination Sep 2012
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:
  • Financial Issue
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for John A. Meskunas
Phone Number: 212-668-8000
Firm Website: http://www.opco.com
Registered State(s):
  • CT
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
43

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