Dylan Maziarz
Investment adviser representative at Oppenheimer & Co. Inc.
9 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
9 years in the industry.
- Oppenheimer & Co. Inc.Nov 2024 to now
- UBS Financial Services, IncJan 2024 to Nov 2024
- Morgan StanleyAug 2022 to Dec 2022
- Gian-grasso & Tomczak P.C.May 2021 to Sep 2021
- DoordashApr 2020 to Dec 2023
- Loyola University of MarylandSep 2019 to May 2023
- St. Joseph's Preparatory SchoolSep 2015 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7608213
- Firm CRD
- 249