Michael Weinstein
Michael Weinstein is a registered investment advisor at Oppenheimer & CO. INC., based in Jericho, NY, with 33 years of industry experience. Michael 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
2 Jericho Plaza, Suite 113, Jericho, NY, 11753
Get directionsHistory
Regulatory History (4)
Customer Dispute
December 2010Customer Dispute
November 2004Customer Dispute
April 2004Customer Dispute
February 2001Other Business Activities
Michael is the author and photographer of a book titled "Ten Times Chai: 180 Orthodox Synagogues of New York City." This activity, which started in April 2017, requires a few hours per week and is not investment related.
Employment History
Current Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Previous Registrations
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations13 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.
Exams
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