Morgan Stanley
47yrs
Top advisor by experience in New York
32yrs
Fred Seid is a fiduciary financial advisor in New York, New York, with 32 years in the industry. Fred joined Oppenheimer & Co. in 2009, after ten years at Merrill. Fred holds the CFP® designation.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 10% by experience in New York
Office666 3rd Avenue, New York, NY 10017
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowOppenheimer & Co. Inc.Current firm
- 1999 – 2008MerrillPreviously
Contact Fred
Local office(212) 338-5592Ask for Fred. (212) 668-8000Main office 666 3rd AvenueNew York, NY 10017Office · Get directions Firm websiteHTTP://WWW.OPPENHEIMER.COM
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Questions to ask Fred
Tailored to Fred’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 Fred
How do I contact Fred?
Call Fred’s local office at (212) 338-5592 or the Oppenheimer & Co. main office at (212) 668-8000, and ask for Fred Seid.
How long has Fred been a financial advisor?
Fred has been in the industry since 1994, about 32 years. Top 10% by experience in New York.
What licenses does Fred hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Fred a fiduciary?
Fred is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Fred paid?
Oppenheimer & Co. reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Fred 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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