William Frederick Gilchrist
Investment adviser representative at Oppenheimer & Co. Inc.
11 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
11 years in the industry.
- Oppenheimer & Co. Inc.Jul 2019 to now
- Capitas FinancialFeb 2019 to Apr 2019
- Altman AdvisorsJun 2018 to Aug 2018
- Oppenheimer & Co.Jun 2017 to Aug 2017
- Florida State UniversityJun 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (FL, IL).
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
- 6670864
- Firm CRD
- 249