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Edward Boll

Oppenheimer & CO. INC.
18 Years of Experience
Delray Beach, FL
Broker
View SEC Summary
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Edward Boll is a registered investment advisor at Oppenheimer & CO. INC., based in Delray Beach, FL, with 18 years of industry experience. Edward 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
—
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Location

Delray Beach, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Edward is a passive partner at Easterly EAB Risk Solutions LLC, dedicating minimal time. He is also a non-executive chairman at EAB Investment Group, spending about a quarter of his time, and an independent contractor/registered representative at Guggenheim Securities, LLC.

Employment History
Current Registrations
Oppenheimer & CO. INC.
April 2026 - Present · 6 mos
Oppenheimer & CO. INC.
April 2026 - Present · 6 mos
Oppenheimer & CO. INC.Broker
April 2026 - Present · 6 mos
Eab Investment Group, LLC
May 2020 - Present · 6 yrs 5 mos
Previous Registrations
Guggenheim Securities, LLCBroker
July 2020 - April 2026 · 5 yrs 9 mos
Srt Securities LLCBroker
December 2012 - January 2021 · 8 yrs 1 mo
Lightspeed Trading, LLCBroker
September 2011 - December 2012 · 1 yr 3 mos
Mcgowan Investors, L.P.Broker
June 2010 - December 2010 · 6 mos
Dc Trading Partners L.L.C.Broker
March 2005 - June 2007 · 2 yrs 3 mos
Slk-Hull Derivatives LLCBroker
July 2004 - November 2004 · 4 mos
State Registrations4 states
FLNJNYPA
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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