Koltyn Joseph Schilly
Investment adviser representative at Oppenheimer & Co. Inc.
10 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
10 years in the industry.
- Oppenheimer & Co. Inc.Apr 2025 to now
- TD Ameritrade, Inc.Feb 2023 to Sep 2023
- Charles Schwab & Co.Sep 2022 to Apr 2025
- TD AmeritradeAug 2018 to Oct 2022
- University of Missouri St. LouisAug 2017 to Aug 2018
- Rain Tunnel Express Car WashJan 2017 to Dec 2017
- Universal Windows DirectJul 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7011715
- Firm CRD
- 249