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CFP

Tanner Robinson

Oppenheimer & CO. INC.
20 Years of Experience
Winston-Salem, NC
Broker
View SEC Summary
View SEC Summary

Tanner Robinson is a CFP-designated registered investment advisor at Oppenheimer & CO. INC., based in Winston-Salem, NC, with 20 years of industry experience. Tanner 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

380 Knollwood Street, Suite 300, Winston-Salem, NC, 27103

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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

Tanner is a member/investor in Oak Street Partners, LLC, dedicating minimal time. Tanner also owns commercial real estate through MTCMR, LLC, spending minimal time on this activity as well.

Employment History
Current Registrations
Oppenheimer & CO. INC.Broker
October 2009 - Present · 17 yrs
Oppenheimer & CO. INC.
October 2009 - Present · 17 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2006 - October 2009 · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2006 - October 2009 · 3 yrs 7 mos
State Registrations30 states
ALARAZCACODEFLGAILKYLAMAMIMNNCNJNMNVNYOHOKORPASCTNTXUTVAWIWV
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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