Daniel Francis Scannell

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

• 08/2009 → Present
  Oppenheimer & Co
  Houston, TX

Previous Registrations

• 2009-06-01 → 2009-09-18
  Morgan Stanley
  Asheville, NC
  Franklin, NC
• 2000-07-19 → 2009-06-01
  Citigroup Global Markets Inc.
  Asheville, NC
  Franklin, NC

Other Businesses

1.PERSONAL TRUST. SOLE TRUSTEE. INVESTMENTS ONLY. 2.TRUSTEE FOR THE PATRICK J. SCANNELL IRREV. TRUST 1999 3. TRUSTEE FOR THE MAUREEN P. SCANNELL IRREV. TRUST 4. TRUSTEE FOR THE MEAGHAN L. SCANNELL IRREV. TRUST 1999 5. EXECUTOR OF THE ESTATE OF DANIEL F. SCANNELL (SR.) WHO WAS MY FATHER.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-02-15
• S63 Uniform Securities Agent State Law Examination
  1992-02-10

Other Names

• Dan Scannell
• Daniel Francis Jr Scannell