Oppenheimer & Co.
45yrs
Charles Hillis
Financial advisor
One Pitcairn Place 165 Township Line Road, Suite 2300
Jenkintown, PA 19046
Jenkintown, PA 19046
Top 1% by experience nationwide
45yrs
Robert Link has worked in the financial industry for 45 years and is a fiduciary financial advisor based in Jenkintown, Pennsylvania. After seven years at Morgan Stanley and less than a year at Merrill, Robert joined Oppenheimer & Co. in 2018, 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 77 advisors with offices in Jenkintown, and one of 66 fiduciaries.
At a glance
Experience45 years (since 1981)
How that compares ?Top 1% by experience nationwide
OfficeOne Pitcairn Place 165 Township Line Road, Suite 2300, Jenkintown, PA 19046
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
- 2018 – nowOppenheimer & Co. Inc.Current firm
- 2010 – 2018Morgan StanleyPreviously
- Jun 2010 – Oct 2010MerrillPreviously
Questions to ask Robert
Tailored to Robert’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 Robert
How do I contact Robert?
Call Oppenheimer & Co. at 212-668-8000 and ask for Robert Link. Robert works from the Jenkintown, PA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1981, about 45 years. Top 1% by experience nationwide.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Oppenheimer & Co. reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Robert 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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