Merrill
47yrs
Top advisor by experience in Red Bank
43yrs
Mitchell Reback has worked in the financial industry for 43 years and is a fiduciary financial advisor based in Red Bank, New Jersey. Mitchell has been with Oppenheimer & Co. since 2012; before that, Mitchell spent two years at GMS Group. Oppenheimer & Co. offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 722 advisors with offices in Red Bank, and one of 670 fiduciaries.
At a glance
Experience43 years (since 1983)
How that compares ?Top 1% by experience in New Jersey
Office3 Harding Road, Red Bank, NJ 07701
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$609,565
Advisors at the firm1,160
States licensed ?1 state
Services through Oppenheimer & Co.
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2012 – nowOppenheimer & Co. Inc.Current firm
- Sep 2010 – Apr 2012GMS GroupPreviously
Contact Mitchell
Local office(732) 224-3500Ask for Mitchell. (212) 668-8000Main office · New York, NY 3 Harding RoadRed Bank, NJ 07701Office · Get directions Firm websiteHTTP://WWW.OPPENHEIMER.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Mitchell
Tailored to Mitchell’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mitchell
How do I contact Mitchell?
Call Mitchell’s local office at (732) 224-3500 or the Oppenheimer & Co. main office at (212) 668-8000, and ask for Mitchell Reback.
How long has Mitchell been a financial advisor?
Mitchell has been in the industry since 1983, about 43 years. Top 1% by experience in New Jersey.
What licenses does Mitchell hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Mitchell a fiduciary?
Mitchell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mitchell paid?
Oppenheimer & Co. reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Mitchell for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
UBS Financial Services
46yrs
Top 1% by experience in Red Bank
Princeton Capital Management
45yrs
Top 1% by experience in Red Bank
Network 1 Financial Advisors
45yrs
Top advisor by experience at Network 1 Financial Advisors
Morgan Stanley
45yrs
Top 1% by experience nationwide
Morgan Stanley
45yrs
Top 1% by experience nationwide