Aida Velazquez is a registered investment advisor at Oppenheimer & CO. INC., based in New York, NY, with 19 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
85 Broad Street, 22nd Floor, New York, NY, 10004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aida owns rental properties in Puerto Rico and is responsible for their maintenance. She also performs supervisory oversight for Insigneo Advisory Services LLC and is a real estate associate with Brickell Brokers, dedicating minimal time to real estate investments. Finally, Aida owns Tuvalu LLC, created for potential investments but currently inactive.
Employment History
Current Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Previous Registrations
Insigneo International Financial Services LLCBroker
Insigneo Advisory Services, LLC
Insigneo Securities, LLCBroker
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Citi International Financial Services LLCBroker
State Registrations2 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.