Gregory White
Gregory White is a registered investment advisor at Oppenheimer & CO. INC., based in San Juan, PR, with 42 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 39,036 clients with $37B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum asset-based fees are up to 2.5% for the FAM program and up to 2.25% for the Preference program. Fees vary by program and are negotiable.
Fee Estimator
Location
San Juan, PR
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2008Other Business Activities
Gregory owns and rents out a co-op in Manhattan as an investment, and is on the board of another co-op where he owns a unit. He spends minimal time on each of these activities.
Employment History
Current Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Previous Registrations
U.S. Clearing CORP.Broker
Roosevelt & Cross, IncorporatedBroker
Moseley, Hallgarten, Estabrook & Weeden, INC.Broker
Shearson/american Express INC.Broker
Paine, Webber, Jackson & Curtis INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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