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Margaret Ann Slattery

Oppenheimer & Co. Inc.

Saddle Brook, NJ

CRD 2100966

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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:

Current Employers
Oppenheimer & Co. Inc.

85 Broad Street 22Nd Floor, New York, NY 10004 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-18
  • TX RA
    APPROVED_RES
    Since 2026-03-18

Branch Locations

250 Pehle Avenue Suite 307, Park 80 West - Plaza One, 3Rd Flr,, Saddle Brook, NJ 07663 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Paramus NJ 06/2009 03/2025
Oppenheimer & Co. Inc. Saddlebrook NJ 03/2026 Present
Unemployed Hasbrouck Heights NJ 03/2025 03/2026
  • 06/2009 → 03/2025
    Morgan Stanley Smith Barney
    Paramus, NJ
  • 03/2026 → Present
    Oppenheimer & Co. Inc.
    Saddlebrook, NJ
  • 03/2025 → 03/2026
    Unemployed
    Hasbrouck Heights, NJ
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-06-20
  • S63 Uniform Securities Agent State Law Examination
    1997-06-20
Other Names
  • Margaret Ann Slattery
  • Margaret Slattery

View on SEC IAPD

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