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Nicolay Ivanov Siclunov

Oppenheimer & Co. Inc.

Boston, MA

Cambridge, MA

CRD 6755025

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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
MA RA APPROVED 2017-05-15
  • MA RA
    APPROVED
    Since 2017-05-15

Branch Locations

255 State Street 5Th Floor, Boston, MA 02109 • United States

Cambridge, MA • 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. Boston MA 02/2017 Present
Powerscore, Inc. Charleston SC 05/2009 10/2016
Powerscore, Inc. Charleston SC 10/2016 02/2017
  • 02/2017 → Present
    Oppenheimer & Co. Inc.
    Boston, MA
  • 05/2009 → 10/2016
    Powerscore, Inc.
    Charleston, SC
  • 10/2016 → 02/2017
    Powerscore, Inc.
    Charleston, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-04
  • S66 Uniform Combined State Law Examination
    2017-05-04

View on SEC IAPD

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