Ameriprise Financial Services
47yrs
Top advisor by experience in Virginia Beach
31yrs
Based in Virginia Beach, Virginia, Eric Bartok is a fiduciary financial advisor with 31 years of industry experience. Eric has been with Oppenheimer & Co. since 2019; before that, Eric spent 24 years at Merrill. 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 560 advisors with offices in Virginia Beach, and one of 536 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 14% by experience nationwide
Office205 Town Center Drive Suite 260, Virginia Beach, VA 23462
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
- 2019 – nowOppenheimer & Co. Inc.Current firm
- 1995 – 2019MerrillPreviously
Contact Eric
Local office(757) 493-5374Ask for Eric. (212) 668-8000Main office · New York, NY 205 Town Center Drive Suite 260Virginia Beach, VA 23462Office · Get directions Firm websitewww.oppenheimer.com
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Questions to ask Eric
Tailored to Eric’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 Eric
How do I contact Eric?
Call Eric’s local office at (757) 493-5374 or the Oppenheimer & Co. main office at (212) 668-8000, and ask for Eric Bartok.
How long has Eric been a financial advisor?
Eric has been in the industry since 1995, about 31 years. Top 14% by experience nationwide.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Oppenheimer & Co. reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Eric 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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