John Meskunas
John Meskunas is a registered investment advisor at Oppenheimer & CO. INC., based in Stamford, CT, with 33 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
263 Tresser Blvd, Suite 500, Stamford, CT, 06901
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2001Employment Separation After Allegations
May 1999Other Business Activities
John is a board member of ICCIE, an educational organization that issues the "ACI" designation for captive insurance.
Employment History
Current Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Previous Registrations
Mahler & Emerson INC.Broker
Wells Fargo Advisors, LLCBroker
Bear, Stearns & CO. INC.Broker
Prudential Securities IncorporatedBroker
Warburg Dillon Read LLCBroker
Sbc Warburg Dillon Read INC.Broker
Painewebber IncorporatedBroker
Oppenheimer & CO., INC.Broker
Lehman Brothers INC.Broker
State Registrations52 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.