Todd Shagin, financial advisor Saddle Brook NJ
90 score

Todd Shagin

CRD Number: 6106176
Current Firm: Oppenheimer & Company Inc.

Todd Shagin (CRD# 6106176) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Saddle Brook, NJ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Oppenheimer & Company Inc. Saddlebrook, NJ Jan 2017 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Jan 2017 2
Morgan Stanley Ridgewood, NJ Jan 2014 - Jan 2017 3
Unemployed Ridgewood, NJ Aug 2013 - Jan 2014 < 1
Northwestern Mutual Investment Services, LLC New York, NY Mar 2013 - Jul 2013 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Aug 2012 - Jul 2013 < 1
Unemployed Orlando, FL Nov 2011 - Aug 2012 < 1
Arrow Truck Sales Elizabeth, NJ Sep 2010 - Oct 2011 1
Unemployed Orlando, FL Jun 2008 - Aug 2010 2
Ridgewood Country Club Ridgewood, NJ Jul 2004 - Sep 2009 5
Full-time Student Winter Park, FL Feb 2003 - May 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Todd E. Shagin
Phone Number: 212-668-8000
Firm Website: http://www.opco.com
Registered State(s):
  • NJ
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    9,642
    MILLIONS
  • Total Number of Accounts
    20,229
    ACCOUNTS
  • Average Account Value
    $476,650
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
90
Clean Record
This advisor has a clean track record with regulators.

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