Ashley Moncada
Investment adviser representative at Oppenheimer & Co. Inc.
12 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
12 years in the industry.
- Oppenheimer & Co. Inc.May 2023 to now
- Express EmploymentMar 2023 to May 2023
- UnemployedJan 2023 to Mar 2023
- Amazon- Whole FoodsSep 2020 to Dec 2022
- Cafe OneMay 2019 to Aug 2020
- UnemployedJan 2019 to May 2019
- Il SoleAug 2018 to Jan 2019
- Student- Bloomington HighschoolJan 2014 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7751799
- Firm CRD
- 249