Marc Leibowitz
Marc Leibowitz is a registered investment advisor at Oppenheimer & CO. INC., based in Florham Park, NJ, with 28 years of industry experience. Marc 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
200 Park Avenue, Suite 150, Florham Park, NJ, 07932
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2016Other Business Activities
Marc is a member and chairman of the lecture committee at the University Club in NYC, spending a few hours per week. He also volunteers as an armed guard for his synagogue, Chabad at Short Hills, also spending a few hours per week.
Employment History
Current Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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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