Joseph Orsini
Investment adviser representative at Oppenheimer & Co. Inc.
11 yearsExperience
2 statesRegistered in
CFADesignation
$36.7BFirm assets
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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
11 years in the industry.
- Oppenheimer & Co. Inc.Sep 2026 to now
- MercorFeb 2026 to Aug 2026
- Topstep LLCNov 2025 to Dec 2025
- UnemployedSep 2025 to Nov 2025
- Meli Vora AdvisorsJun 2023 to Sep 2025
- UnemployedJan 2023 to Jun 2023
- Eaglebrook Advisors, IncJun 2021 to Jan 2023
- UnemployedJul 2020 to Jun 2021
- Oppenheimer & Co. Inc.Sep 2015 to Jul 2020
- Oppenheimer Asset ManagementSep 2015 to Jul 2020
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2017
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
- 6338161
- Firm CRD
- 249