Lisa Marie Stigliano
Investment adviser representative at Oppenheimer & Co. Inc.
19 yearsExperience
1 stateRegistered in
$36.7BFirm assets
71 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Oppenheimer & Co. Inc.May 2025 to now
- UnemployedFeb 2025 to Apr 2025
- Flories FinalesOct 2024 to Jan 2025
- UnemployedFeb 2024 to Sep 2024
- Institute of Culinary EducationFeb 2023 to Jan 2024
- Hummel Hummel BakeshopFeb 2022 to Oct 2023
- UnemployedDec 2020 to Jan 2022
- Fidelity Information ServicesNov 2006 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Oppenheimer & Co. Inc.
$36.7BAssets managed
39,036Clients
1,161Advisers
71 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
- 3075584
- Firm CRD
- 249