Osaic Wealth
43yrs
Top advisor by experience in Jericho
33yrs
Laura Kellerman is a fiduciary financial advisor in Jericho, New York, with 33 years in the industry. Laura joined Oppenheimer & Co. in 2023, after 14 years at Morgan Stanley and two years at Morgan Stanley & Co.. 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 261 advisors with offices in Jericho, and one of 221 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 11% by experience nationwide
Office2 Jericho Plaza Suite 113, Jericho, NY 11753
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
- 2023 – nowOppenheimer & Co. Inc.Current firm
- 2009 – 2023Morgan StanleyPreviously
- 2007 – 2009Morgan Stanley & Co. LLCPreviously
- 2004 – 2007Citicorp Investment ServicesPreviously
Contact Laura
Local office(516) 733-1316Ask for Laura. (212) 668-8000Main office · New York, NY 2 Jericho Plaza Suite 113Jericho, NY 11753Office · Get directions Firm websiteHTTP://WWW.OPPENHEIMER.COM
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Questions to ask Laura
Tailored to Laura’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
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About Laura
How do I contact Laura?
Call Laura’s local office at (516) 733-1316 or the Oppenheimer & Co. main office at (212) 668-8000, and ask for Laura Kellerman.
How long has Laura been a financial advisor?
Laura has been in the industry since 1993, about 33 years. Top 11% by experience nationwide.
What licenses does Laura hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Laura a fiduciary?
Laura is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Laura paid?
Oppenheimer & Co. reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Laura 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.
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