ER
CFA
ER
CFA

Edita Raslova

19 Years of Experience
Metuchen, NJ
Broker

Edita Raslova is a CFA-designated registered investment advisor at Oppenheimer & CO. INC., based in Metuchen, NJ, with 19 years of industry experience. Edita 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
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

Metuchen, NJ

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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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Employment History
Current Registrations
Oppenheimer & CO. INC.
September 2019 - Present · 7 yrs 1 mo
Oppenheimer & CO. INC.
August 2019 - Present · 7 yrs 2 mos
Oppenheimer & CO. INC.Broker
August 2019 - Present · 7 yrs 2 mos
Previous Registrations
Foresters Financial Services, INC.Broker
May 2013 - June 2019 · 6 yrs 1 mo
Sii Investments, INC.Broker
March 2010 - November 2012 · 2 yrs 8 mos
Goldman, Sachs & CO.Broker
October 2005 - August 2009 · 3 yrs 10 mos
State Registrations2 states
NJNY
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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