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Laurence Stanger

38 Years of Experience
Stamford, CT
1 DisclosureBroker

Laurence Stanger is a registered investment advisor at Oppenheimer & CO. INC., based in Stamford, CT, with 38 years of industry experience. Their practice areas include Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 37,605 clients with $32B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1135 advisors
Number of Clients
37,605 clients
Average Client Portfolio
$862K average
Assets Under Management
$32.4B

Fee Structure

Minimum Investment:$10K
Minimum Annual Fee:$250

Oppenheimer offers several investment management programs with different fee structures:

  • Fahnestock Asset Management (FAM): Fees up to 2.5% of your portfolio. Commissions are also charged on certain FAM accounts.
  • Alpha: Clients pay brokerage commissions and ticket/handling charges on securities transactions.
  • Preference: Fees up to 2.25% of your portfolio. Additional charges may apply based on trading activity.

Minimum account sizes vary depending on the program and the types of investments included in the account. The minimum annual fee for FAM and Preference accounts is $250, but this is waived if the account is at least $50,000 or household advisory accounts are at least $250,000.

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Location

263 Tresser Blvd, Suite 500, Stamford, CT, 06901

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History

Regulatory History (1)
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Regulatory
May 1997
Final
Employment History
Current Registrations
Oppenheimer & CO. INC.
March 2006 - Present · 20 yrs 2 mos
Oppenheimer & CO. INC.
August 1994 - Present · 31 yrs 9 mos
Oppenheimer & CO. INC.Broker
August 1994 - Present · 31 yrs 9 mos
Previous Registrations
Reich & CO., INC.Broker
February 1992 - August 1994 · 2 yrs 6 mos
Josephthal Lyon & Ross IncorporatedBroker
December 1989 - March 1992 · 2 yrs 3 mos
J F Lowe & Company IncorporatedBroker
March 1989 - December 1989 · 9 mos
Stratton Securities, INC.Broker
March 1989 - March 1989 · 0 mos
F.D. Roberts Securities, INC.Broker
March 1988 - October 1989 · 1 yr 7 mos
State Registrations29 states
AZCACOCTDCDEFLGAILLAMAMDMIMNNCNHNJNVNYOHPASCSDTXVAVTWAWIWY
AdvisorBrokerBoth

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
No exam information available for this advisor.