Laura Kellerman
Advisor at Oppenheimer
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Oppenheimer
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Oppenheimer
Location
Jericho, NY 11753
Credentials
Series 63, Series 66
Industry experience
31 years
Laura Kellerman is a financial advisor at Oppenheimer with 31 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney for 14 years. She has been with Oppenheimer since 2023. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies to meet client objectives.
Based on Oppenheimer
Based on Oppenheimer
Financial Planning fees vary based on complexity, up to $10,000 per plan; updates at negotiated rates
MF/ETFs only+: varies by program, not explicitly tiered but minimum account sizes differ by asset type Multi-security+: varies by program, not explicitly tiered but minimum account sizes differ by asset type Include Bonds+: varies by program, not explicitly tiered but minimum account sizes differ by asset type
FAM and Alpha programs charge commissions on securities transactions; Alpha is commission-based only
Account minimum: $10,000 for mutual funds/ETFs only accounts (lowest stated minimum); $25,000 to $100,000 for other account types depending on program and securities included Minimum fee: Minimum annual fee of $250 for FAM and Preference accounts; waived if account is at least $50,000 or household accounts total at least $250,000 Fee-only: Consulting and Retirement Services fees up to 1.00% of assets per year; Financial Planning fees up to $10,000 per plan
2 Jericho Plaza, Suite 113
Jericho, NY 11753
New York
Oppenheimer
2023 - Present (3 years)
Morgan Stanley Smith Barney
2009 - 2023 (14 years)
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