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Gael Cataldo

Investment adviser representative at Oppenheimer & Co. Inc.
15 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

15 years in the industry.

  1. Oppenheimer & Co. Inc.Jan 2026 to now
  2. Panam Services Export LLCJul 2025 to Dec 2025
  3. Balanz SaMay 2024 to Apr 2025
  4. Red Bull Argentina SRLApr 2023 to Apr 2024
  5. Universidad Argentina De La EmpresaApr 2021 to Mar 2025
  6. UnemployedJan 2011 to Apr 2021

Exams passed

  • Series 66 · Uniform Combined State Law2026

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
8208893
Firm CRD
249
Advisor's SEC record (opens in a new tab)
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