TrueAdvisor
TrueAdvisor
EM
EM

Elizabeth Cicolello Messina

Oppenheimer Asset Management
20 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Oppenheimer Asset Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
44,391 clients
Average Client Portfolio
$450K average
Assets Under Management
$20.0B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$250

Location

85 Broad Street, 22nd Floor, New York, NY, 10004

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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 2014 - Present · 12 yrs 1 mo
Oppenheimer & CO. INC.Broker
May 2013 - Present · 12 yrs 9 mos
Oppenheimer & CO. INC.
May 2013 - Present · 12 yrs 9 mos
Oppenheimer & CO. INC.
May 2013 - Present · 12 yrs 9 mos
Previous Registrations
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
Exams
No exam information available for this advisor.