Aida Iris Velazquez
Investment adviser representative at Oppenheimer & Co. Inc.
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Oppenheimer & Co. Inc.Sep 2025 to now
- Insigneo Advisory Services LLCOct 2024 to Sep 2025
- Insigneo Securities LLCOct 2024 to Sep 2025
- Insigneo International Financial Services LLCOct 2024 to Dec 2024
- Insigneo International Financial Services LLCSep 2023 to Sep 2024
- Insigneo Advisory Services LLCOct 2020 to Sep 2024
- Insigneo Securities LLCOct 2020 to Sep 2024
- Suntrust Advisory Services, Inc.May 2019 to Oct 2020
- Suntrust Investment Services, Inc.Mar 2019 to Oct 2020
- Morgan StanleyJan 2018 to Jan 2019
- Morgan Stanley Services Group, Inc.Oct 2014 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 4745251
- Firm CRD
- 249