Zachary J Beyloune
Investment adviser representative at Oppenheimer & Co. Inc.
5 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
5 years in the industry.
- Oppenheimer & Co. Inc.Aug 2020 to now
- Union CollegeJan 2020 to Jul 2020
- United Postal ServiceNov 2019 to Dec 2019
- Union CollegeAug 2019 to Nov 2019
- Law Office of James E. MccallJun 2019 to Aug 2019
- Union CollegeJan 2019 to Jun 2019
- State Street CorporationNov 2018 to Dec 2018
- Union CollegeAug 2018 to Nov 2018
- State Street CorporationJun 2018 to Aug 2018
- Union CollegeAug 2017 to Jun 2018
- Bosse SportsJun 2015 to Aug 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 7284325
- Firm CRD
- 249