CP
CP

Christopher Padula

10 Years of Experience
Red Bank, NJ
1 DisclosureBroker

Christopher Padula is a registered investment advisor at Oppenheimer & CO. INC., based in Red Bank, NJ, with 10 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1135 advisors
Number of Clients
37,605 clients
Average Client Portfolio
$862K average
Assets Under Management
$32.4B

Fee Structure

Minimum Investment:$10K
Minimum Annual Fee:$250

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.

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Location

3 Harding Road, Red Bank, NJ, 07701

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History

Regulatory History (1)
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Criminal
March 2006
Final Disposition
Other Business Activities

Christopher delivers food for DoorDash using his own car.

Employment History
Current Registrations
Oppenheimer & CO. INC.
September 2020 - Present · 5 yrs 8 mos
Oppenheimer & CO. INC.Broker
July 2015 - Present · 10 yrs 10 mos
Oppenheimer & CO. INC.
July 2015 - Present · 10 yrs 10 mos
State Registrations15 states
CAFLHIMAMDMIMSNCNJNYPASCTNVTWA
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.