George Fiederlein
George Fiederlein is a CFP-designated registered investment advisor at Oppenheimer & CO. INC., based in Jericho, NY, with 11 years of industry experience. George 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
2 Jericho Plaza, Suite 113, Jericho, NY, 11753
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
George works as a tax preparer for B. Riley Wealth Tax Services, spending a few hours per week. He also works as an insurance agent for B. Riley Wealth Insurance Corporation, dedicating minimal time.
Employment History
Current Registrations
Oppenheimer & CO. INC.Broker
Oppenheimer & CO. INC.
Previous Registrations
B. Riley Wealth ManagementBroker
B. Riley Wealth Advisors, INC.
National Securities CorporationBroker
Invest Financial CorporationBroker
State Registrations9 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
More Advisors
- Jodi MadonnaOppenheimer & CO. INC.
- Francis Chimenti, CFPOppenheimer & CO. INC.
- Michael Margarites, CFPOppenheimer & CO. INC.
- Philip GulloOppenheimer & CO. INC.
- Michael WeinsteinOppenheimer & CO. INC.
- Mitchell HassenbeinOppenheimer & CO. INC.