Louis Difrancesco

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

• 08/2018 → 05/2022
  University Of Miami
  Coral Gables, FL
• 08/2014 → 05/2018
  Iona Preparatory
  New Rochelle, NY
• 07/2022 → Present
  Oppenheimer & Co. Inc.
  New York, NY

Other Businesses

1.I PURCHASED A EQUITY POSITION IN A DEVELOPMENT SITE. I WILL NOT BE INVOLVED IN THE DAY-TO-DAY ACTIVITIES. THE DEVELOPMENT SITE HAS A OUTSIDE MANAGER WHO RUNS THE PROJECT. REFFERING TO WARBURTON AVE. 2.I OWN AND RUN ONE CO-OP (HAWLEY TERR). I DEVOTE APPROX. 10 MINS A MONTH TO COLLECT RENT AND PAY BILLS ASSOCIATED WITH THE CO-OP. 3.I OWN AND RUN ONE CO-OP (S. BROADWAY-BLDG 9). I DEVOTE APPROX. 10 MINS A MONTH TO COLLECT RENT AND PAY BILLS ASSOCIATED WITH THE CO-OP. 4.I AM A SILENT NON-MANAGING MEMBER OF AN LLC WHIC WAS CREATED TO PURCHASE A REAL ESTATE PROPERTY. THE INTENTIONS WERE TO DEVELOP AND RENT SAID PROPERTY. 957 E 232 LLC. START DATE: 7/29/26. 4 HOURS PER YEAR

Exams

• S66 Uniform Combined State Law Examination
  2022-09-08

Other Names

• Louis Anthony Marinello