Cheryl Lynn Allan

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

• 01/1999 → Present
  Fahnestock & Co., Inc.
  New York, NY

Other Businesses

CO-TRUSTEE WITH MY MOTHER ON HER TRUST. ADDRESS: 3780 WEST LANSING RD, ROSCOMMON, MI 48653. LESS THEN 1 HOUR A MONTH ON HER ACCOUNT AT OPPENHEIMER. OUTSIDE OF OPPENHEIMER LESS THAN 5 HOURS A MONTH PAYING HER BILLS AND PAPERWORK FOR TAXES.

Exams

• S66 Uniform Combined State Law Examination
  2017-06-26
• S63 Uniform Securities Agent State Law Examination
  1987-02-25