George Fellows, financial advisor Washington DC
38 score

George Fellows

CRD Number: 1085138
Current Firm: Oppenheimer & Company Inc.

George Fellows (CRD# 1085138) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Washington, DC and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Oppenheimer &co. Inc. Washington, DC Nov 2012 - Current 4
Bank Of America, Na Washington, DC Dec 2009 - Oct 2012 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Washington, DC Feb 2007 - Oct 2012 5
Salomon Smith Barney Inc. Washington, DC Feb 1994 - Feb 2007 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1989
S65 NASAA Investment Advisors Law Examination Feb 1995
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:
  • Employer Dispute
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for George W. Fellows
Phone Number: 212-668-8000
Firm Website: http://www.opco.com
Registered State(s):
  • DC
  • TX
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
38

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