Dennis AyreCRD Number: 5365176
Current Firm: Oppenheimer & Company Inc.
Dennis Ayre (CRD# 5365176) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Los Angeles, CA and has over 9 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Oppenheimer & Company Inc.||Los Angeles, CA||Mar 2014 - Current||5|
|Bank Of America, N.a.||Beverly Hills, CA||Jan 2014 - Mar 2014||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Beverly Hills, CA||Sep 2011 - Mar 2014||2|
|Wells Fargo Advisors LLC||Los Angeles, CA||May 2009 - Sep 2011||2|
|Wachovia Securities, LLC||Los Angeles, CA||Apr 2008 - May 2009||1|
|First Republic Bank||Los Angeles, CA||Jun 2007 - Feb 2008||< 1|
|First Republic Securities Company||Los Angeles, CA||Jun 2007 - Feb 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2008|
|S65||NASAA Investment Advisors Law Examination||May 2008|
Total Assets Under Management9,642MILLIONS
Total Number of Accounts20,229ACCOUNTS
Average Account Value$476,650
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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