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Elizabeth Messina

Oppenheimer Asset Management
21 Years of Experience
Florham Park, NJ
Broker
View SEC Summary
View SEC Summary

Elizabeth Messina is a registered investment advisor at Oppenheimer Asset Management, based in Florham Park, NJ, with 21 years of industry experience. Elizabeth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 43,537 clients with $21B in assets under management.

Oppenheimer Asset Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
43,537 clients
Average Client Portfolio
$490K average
Assets Under Management
$21.3B

Fee Structure

Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.80%

Maximum fees vary by strategy: Insurance accounts at 0.40%, Cash Management, Tax-Exempt Bond Laddered Portfolios, and general accounts at 0.80%, High Yield at 1.00%, and High Yield Tax-Exempt at 1.25%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Florham Park, NJ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Oppenheimer Asset Management
January 2026 - Present · 9 mos
Oppenheimer & CO. INC.
May 2013 - Present · 13 yrs 5 mos
Oppenheimer & CO. INC.
May 2013 - Present · 13 yrs 5 mos
Oppenheimer & CO. INC.Broker
May 2013 - Present · 13 yrs 5 mos
Previous Registrations
Oppenheimer Asset Management
January 2014 - December 2025 · 11 yrs 11 mos
Biondo Investment Advisors LLC
April 2013 - July 2013 · 3 mos
Biondo Asset Management LLCBroker
February 2013 - July 2013 · 5 mos
Tiaa-Cref Advice and Planning Services
October 2007 - May 2009 · 1 yr 7 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
September 2007 - May 2009 · 1 yr 8 mos
New York Life Investment Management LLC
June 2002 - July 2007 · 5 yrs 1 mo
Nylife Distributors LLCBroker
January 2001 - July 2007 · 6 yrs 6 mos
State Registrations3 states
NJNYPA
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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