William Frederick Gilchrist

Employer firm

Oppenheimer & Co. Inc. CRD 249

$36.7B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2019 → Present
  Oppenheimer & Co. Inc
  Coral Gables, FL
• 02/2019 → 04/2019
  Capitas Financial
  Downers Grove, IL
• 06/2018 → 08/2018
  Altman Advisors
  Chicago, IL
• 06/2017 → 08/2017
  Oppenheimer & Co.
  Chicago, IL
• 06/2015 → 06/2019
  Florida State University
  Tallahassee, FL

Other Businesses

1.BADU FOUNDATON BOARD MEMBER.20 HOURS PER YEAR.NON TRADING HOURS.STARTED OCTOBER 2022.HELP WITH THE ANNUAL FINANCIAL LITERACY/EMPOWERMENT PROGRAMS FOR CHICAGO YOUTH.EVENT PLANNING. 2.CEO AND MANAGING MEMBER OF WFG WJJ LLC. MARKETING SERVICES TO SMALL AND MID SIZED BUSINESS'S. NOT INVESTMENT RELATED. NOT PERFORMED DURING MARKET HOURS. TIME SPENT: FEW HOURS EVERY WEEKEND. ADDRESS: 7901 4TH ST N STE 300 ST. PETERSBURG, FL 33702 3.GILCHRIST LEGACY HOLDINGS IS A HOLDING COMPANY FOR INVESTMENTS.

Exams

• S66 Uniform Combined State Law Examination
  2019-08-27

Other Names

• William Gilchrist