Elizabeth Cicolello Messina
Investment adviser representative at Oppenheimer Asset Management
13 yearsExperience
1 stateRegistered in
$21.3BFirm assets
38 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Oppenheimer Asset ManagementMay 2013 to now
- Oppenheimer & Co IncMay 2013 to now
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Oppenheimer Asset Management
Legal name: Oppenheimer Asset Management Inc.
$21.3BAssets managed
43,537Clients
5Advisers
38 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2207936
- Firm CRD
- 105559