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Sayke Reilley

27 Years of Experience
New York, NY
3 DisclosuresBroker

Sayke Reilley is a registered investment advisor at Oppenheimer & CO. INC., based in New York, NY, with 27 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1135 advisors
Number of Clients
37,605 clients
Average Client Portfolio
$862K average
Assets Under Management
$32.4B

Fee Structure

Minimum Investment:$10K
Minimum Annual Fee:$250

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.

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Location

666 3rd Avenue, New York, NY, 10017

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History

Regulatory History (3)
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.
Customer Dispute
June 2019
Withdrawn
Customer Dispute
July 2006
Settled
Regulatory
November 2000
Final
Other Business Activities

Sayke is involved with Citadel Property Management, dedicating minimal time per month. He also spends minimal time per month with the Township of Mount Holly's Urban Economic Zone and potentially the Town Council, helping manage town affairs and contributing to the community.

Employment History
Current Registrations
Oppenheimer & CO. INC.
October 2015 - Present · 10 yrs 11 mos
Oppenheimer & CO. INC.
April 2015 - Present · 11 yrs 5 mos
Oppenheimer & CO. INC.Broker
April 2015 - Present · 11 yrs 5 mos
Previous Registrations
Liberty Partners Capital Management, LLC
January 2012 - June 2013 · 1 yr 5 mos
Liberty Partners Financial Services, LLCBroker
October 2010 - March 2015 · 4 yrs 5 mos
Brokersxpress LLCBroker
October 2009 - October 2010 · 1 yr
Sterne Agee Financial Services, INC.Broker
March 2009 - October 2009 · 7 mos
Next Financial Group, INC.Broker
February 2007 - March 2009 · 2 yrs 1 mo
Spencer Clarke LLCBroker
August 2006 - March 2007 · 7 mos
Maxim Group LLCBroker
October 2002 - August 2006 · 3 yrs 10 mos
Investec Ernst & CompanyBroker
April 2000 - October 2002 · 2 yrs 6 mos
Gkn Securities CORP.Broker
May 1998 - September 1998 · 4 mos
Briarwood Investment CounselBroker
March 1998 - April 1998 · 1 mo
Duke & CO., INC.Broker
November 1996 - April 1998 · 1 yr 5 mos
State Registrations35 states
ARAZCACOCTDEFLGAIAIDILINKYMDMEMIMTNCNDNHNJNVNYOHOKPAPRSCSDTNTXUTVAWIWY
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.