Joseph Salerno
Investment adviser representative at Oppenheimer & Co. Inc.
11 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
11 years in the industry.
- Oppenheimer & Co. Inc.Apr 2025 to now
- UnemployedAug 2024 to Mar 2025
- Fox SportsJun 2024 to Jul 2024
- U.S. Tech Solutions (wells Fargo Advisors)Jun 2023 to May 2024
- UnemployedJul 2022 to May 2023
- The Hamlet Golf and Country ClubAug 2021 to Jun 2022
- The Home DepotDec 2020 to Jul 2021
- UnemployedSep 2019 to Nov 2020
- First Class BagelsDec 2018 to Aug 2019
- UnemployedOct 2018 to Nov 2018
- Leslie's Pool SuppliesJun 2018 to Sep 2018
- UnemployedJun 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7777993
- Firm CRD
- 249