Joseph Patrick Mcallister
Investment adviser representative at Oppenheimer & Co. Inc.
13 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
13 years in the industry.
- Oppenheimer & Co. Inc.Oct 2024 to now
- Sterling Wealth Management, Inc.Sep 2021 to Aug 2024
- Hantz Financial ServicesNov 2018 to Jul 2021
- Olive GardenMar 2018 to Oct 2018
- Eastern Michigan UniversitySep 2017 to Aug 2019
- Domino's PizzaAug 2017 to Feb 2018
- Early College AllianceSep 2014 to Sep 2017
- Canton High SchoolSep 2013 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7044509
- Firm CRD
- 249