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Julia Schnackel

Oppenheimer & Co. Inc.

New York, NY

New York, NY

Coral Gables, FL

Miami Beach, FL

CRD 6284624

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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
NY RA APPROVED 2021-04-07
FL RA APPROVED 2020-05-22
NJ RA APPROVED 2014-08-08
  • NY RA
    APPROVED
    Since 2021-04-07
  • FL RA
    APPROVED
    Since 2020-05-22
  • NJ RA
    APPROVED
    Since 2014-08-08

Branch Locations

666 3Rd Avenue, New York, NY 10017 • United States

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

2811 Ponce De Leon Boulevard Suite 900, Coral Gables, FL 33134 • United States

Miami Beach, FL • 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
Oppenheimer & Co. Inc. New York NY 12/2013 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-08
  • S66 Uniform Combined State Law Examination
    2014-08-08
Other Names
  • Julia Bychko
  • Juliia Weiss
  • Juliia Weiss
  • Iuliia Weiss
  • Juliia Weiss
  • Iuliia Weiss
  • Julia Weiss

View on SEC IAPD

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