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Sayke Reilley

Oppenheimer & CO. INC.
28 Years of Experience
New York, NY
3 DisclosuresBroker
View SEC Summary
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Sayke Reilley is a registered investment advisor at Oppenheimer & CO. INC., based in New York, NY, with 28 years of industry experience. Sayke 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.

Oppenheimer & CO. INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1159 advisors
Number of Clients
39,036 clients
Average Client Portfolio
$940K average
Assets Under Management
$36.7B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

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Withdrawn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
View Full SEC ReportHow to Read Disclosures
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 · 11 yrs
Oppenheimer & CO. INC.
April 2015 - Present · 11 yrs 6 mos
Oppenheimer & CO. INC.Broker
April 2015 - Present · 11 yrs 6 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 Registrations37 states
ARAZCACOCTDEFLGAIAIDILINKYMDMEMIMTNCNDNHNJNVNYOHOKPAPRRISCSDTNTXUTVAWAWIWY
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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Sayke Reilley - Financial Advisor | TrueAdvisor