Gretchen Anne Troiano

Current Employers

Oppenheimer & Co. Inc.

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2020-09-18

PA RA
APPROVED

Since 2020-09-18

Branch Locations

Cardello Building 1501 Reedsdale Street, Suite 105, Pittsburgh, PA 15233 • 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

Organization	City	State	From	To
Oppenheimer & Co. Inc.	Pittsburgh	PA	01/2009	Present

01/2009 → Present

Oppenheimer & Co. Inc.

Pittsburgh, PA

Other Businesses

1. I AM TRUSTEE OF MY PERSONAL TRUST. START DATE UAD: 8-31-2013. THE APPROX. NUMBER OF HOURS A MONTH DEVOTED TO THESE ACCOUNTS ARE 4-6 HOURS A MONTH. 2. RENTAL OF VACATION PROPERTY ON OCCASION-NAPLES, FL - 1-2 HOURS PER MONTH 3. ACT AS TRUSTEE FOR THE REAL ESTATE TRUST-INCLUDING THE TRUST OF MY SIBLINGS. RESPONSIBLE FOR ALL DECISIONS INVOLVING MAINTAINCE, REPAIRS, PAYING TAXES, ENGAGING IN LEGAL OR CPA SERVICES, AND DEPOSITING AS WELL ROYALTIES ON THE PRPOERTIES INCLUDED IN THE TRUST. THIS ALSO INCLUDES INVESTING AND LIQUIDATING AS FUNDS ARE NEEDED. THE HOURS DEDICATED TO THIS IS 1-2 HOURS A MONTH. 4.PRIVATE OWNERSHIP OF AN ARABIAN HORSE 100%. MY INTENTION IS TO SHOW AND TRAIN HER FOR COMPETITION. AS HER OWNER I WOULD BE REWARDED COMPENSATION DEPENDING ON EACH EVENT. TIME DEVOTED 1-2 HOURS A WEEK.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-09-17
S63	Uniform Securities Agent State Law Examination	1993-04-06

S65 Uniform Investment Adviser Law Examination

2020-09-17
S63 Uniform Securities Agent State Law Examination

1993-04-06

Other Names

Gretchen Anne Campbell
Gretchen Anne Keller

View on SEC IAPD