Paramveer Singh
Paramveer Singh is a CFA-designated registered investment advisor at Oppenheimer & CO. INC., based in Brooklyn, NY, with 15 years of industry experience. Paramveer 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
Brooklyn, NY
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2019Employment History
Current Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Oppenheimer & CO. INC.Broker
Bofa Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Stifel, Nicolaus & Company, IncorporatedBroker
Thomas Weisel Partners 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.
Exams
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