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Gail Perrymason

Oppenheimer & CO. INC.
38 Years of Experience
Grosse Pointe Farms, MI
7 DisclosuresBroker
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Gail Perrymason is a registered investment advisor at Oppenheimer & CO. INC., based in Grosse Pointe Farms, MI, with 38 years of industry experience. Gail 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.

Oppenheimer & CO. INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1159 advisors
Number of Clients
39,036 clients
Average Client Portfolio
$940K average
Assets Under Management
$36.7B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

63 Kercheval Avenue, Suite 300, Grosse Pointe Farms, MI, 48236

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History

Regulatory History (7)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
February 2020
Judgment / Lien
September 2018
Judgment / Lien
July 2018
Customer Dispute
April 2018
Settled
Customer Dispute
April 2017
Withdrawn
Regulatory
April 2004
Final
Customer Dispute
November 1994
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Gail is involved in several community and youth-focused activities, including volunteering at Detroit Medical Center, teaching financial literacy, and supporting youth scholarships. These activities require minimal time during business hours and are not investment-related.

Employment History
Current Registrations
Oppenheimer & CO. INC.
October 2016 - Present · 10 yrs
Oppenheimer & CO. INC.Broker
January 1999 - Present · 27 yrs 9 mos
Previous Registrations
Oppenheimer & CO. INC.
May 2009 - May 2012 · 3 yrs
First of Michigan CorporationBroker
November 1994 - January 1999 · 4 yrs 2 mos
Prudential Securities IncorporatedBroker
June 1990 - December 1994 · 4 yrs 6 mos
Shearson Lehman Hutton INC.Broker
July 1988 - July 1990 · 2 yrs
State Registrations19 states
ALAZCADCFLGAILINMDMIMSNCNVNYOHORTXVAWY
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.
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