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Chrysler East

New York, NY

SPECIALTIES

  • Estate Planning
  • Financial Planning
  • Investment Solutions
  • Retirement Planning
  • Trust Services
CHAD ALLEN

Branch Manager

CHAD ALLEN,

CAIA®

BRANCH MANAGER, MANAGING DIRECTOR-INVESTMENTS

chad.allen@opco.com

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JERRY WOLF

JERRY WOLF,

AIF® , CIMA®

BRANCH MANAGER, ASSISTANT, MANAGING DIRECTOR-INVESTMENTS

jerry.wolf@opco.com

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About the Branch

Oppenheimer’s flagship branch at 666 Third Avenue is home to approximately 100 Financial Professionals. Our office provides guidance and manages over $20 billion in assets for both domestic and international private clients and institutional relationships. This guidance includes corporate cash management, futures, corporate stock options and other corporate executive services.We have been established in the community for over 30 years.

Our state of the art facilities and ongoing interactions with our affiliate Oppenheimer Asset Management Inc., and our Investment Banking department creates a culture of collaboration, and an advantage for our clients, which is recognized throughout the industry.

We are proud to have a number of award-winning financial advisors throughout our branches at Oppenheimer & Co. Inc. Recently, two advisors from the Chrysler East office added to that success record by being named to the 2022 Forbes|SHOOK Best-In-State Wealth Advisors List. They are: Christopher Lazos and David Schoenkin. 
Awards Criteria

The Oppenheimer Difference

The Chrysler East office manages over $20 billion in assets for both domestic and international private clients and institutional relationships.

Chad Allen, Branch Manager

Schedule an Appointment

At Oppenheimer, your success is our success. At the core, we are focused on building a relationship with you and your clients that will withstand the test of time. I truly believe it's worth your time to explore Oppenheimer. I encourage you to get to know us better. Click the link below and let’s talk about your future.

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Advisor Stories

At Oppenheimer, our flat organizational structure allows for personal relationships between leadership and our advisors. Hear from our Assistant Branch Manager about our culture of service and advisor support.

Watch video Jerry Wolf

The Oppenheimer Chrysler East office supports the largest number of our Financial Professionals who service both domestic and international business. In less than one year at Oppenheimer, Paul Damiba exceeded his AUM prior to joining our firm. Paul's extraordinary success within the first year is something to celebrate! Listen to Paul share his story.

View video Paul Damiba

Our Financial Professionals have direct access to senior leaders and experts throughout the firm. Hear from a Portfolio Manager who utilizes Oppenheimer resources to support his clients and his business.

Watch video Stephen Masri

Oppenheimer takes great pride in supporting multi-generational advisor teams. Hear from Cindy and Morgan, a mother/daughter team I hired, about the support they receive in pursuit of their focus on empowering women investors through education.

Watch video Cindy and Morgan Newman

As Branch Manager I help advisors build our their team. Hear from Alex Smith, whom I hired and placed within a team in our office. Alex’ production has grown 5x since joining Oppenheimer.

Watch video Alex Smith

Oppenheimer has many advisors who have been with our firm their entire career. Michael Pallitto, a Managing Director and member of Oppenheimer’s Chairman’s Council, is a fine example. Hear from Michael what he values most about our firm.

Watch Video Michael Palitto

Our Story in Numbers

*Stats as of September 30, 2024
  • 928

    Financial Professionals

  • $129.8

    Billion Client Assets under Administration

  • 89

    Branch Offices across the United States

Products & Services

business people

Protecting My Assets

Preserve your wealth. Safeguard your future.

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three generations of women

Transitioning My Wealth

Your estate and legacy.

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advisors working together

Engaging Family Office Services

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Growing My Wealth

Planning your wealth on your terms.

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woman and grandchild

Planning for Retirement

Achieve your retirement goals on your terms.

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