Morgan Stanley
46yrs
Top advisor by experience in Melville
5yrs
Patrick Doherty is a fiduciary financial advisor in Melville, New York, with 5 years in the industry. Patrick joined Oppenheimer & Co. in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Oppenheimer & Co. reports being paid through a percentage of assets, flat fees, and commissions.
One of 1293 advisors with offices in Melville, and one of 1085 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office401 Broadhollow Rd Suite 401, Melville, NY 11747
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
- 2022 – nowOppenheimer & Co. Inc.Current firm
Contact Patrick
Local office(516) 391-4832Ask for Patrick. (212) 668-8000Main office · New York, NY 401 Broadhollow Rd Suite 401Melville, NY 11747Office · Get directions Firm websiteHTTP://WWW.OPPENHEIMER.COM
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- 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 Patrick
How do I contact Patrick?
Call Patrick’s local office at (516) 391-4832 or the Oppenheimer & Co. main office at (212) 668-8000, and ask for Patrick Doherty.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Patrick hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Oppenheimer & Co. reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Patrick 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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