Michael James Merrigan
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.Nov 2025 to now
- Focus Partners WealthMar 2025 to Oct 2025
- The Colony Group, LLCMar 2024 to Mar 2025
- Gw & Wade LLCMar 2023 to Mar 2024
- Kpmg - BostonAug 2021 to Mar 2023
- New England Law BostonAug 2018 to May 2021
- Providence CollegeAug 2014 to May 2018
- Rawson Merrigan & LitnerMay 2014 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7794478
- Firm CRD
- 249