Mikayla Michienzi
Mikayla Michienzi is a registered investment advisor at Oppenheimer & CO. INC., based in Boston, MA, with 8 years of industry experience. Mikayla 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
255 State Street, 5th Floor, Boston, MA, 02109
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2021Other Business Activities
Mikayla owns a parking spot and a rental property, acting as the landlord for the latter since June 2021, spending a few hours per week on it. She also works at CorePower Yoga, performing basic tasks around the studio a few hours per week.
Employment History
Current Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations28 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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