Stephen Seremetis Email & Phone Number

Stephen has been providing Wealth Management, Financial Planning strategies for over 25 years. He joined Oppenheimer & Co. Inc. in 1999 as a Financial Advisor and OMEGA Portfolio Manager. Stephen offers wealth management and investment strategies to affluent individuals, families, owners and executives of private and public companies, family estates, charitable entities, medical, sports and entertainment celebrities, as well as the top legal professionals who serve them. He also focuses on 401(k) plans, stock option plans, and 10b5-1 plans for executives.Stephen has received numerous industry accolades, including being named to Forbes’ “Best-in-State Wealth Advisors” lists. He is a member of the Oppenheimer Chairman’s Council, which recognizes the Firm’s Top 40 Financial Advisors for exemplary service to their clients, and the Oppenheimer Asset Management President’s Council.Stephen graduated with a Bachelor of Science in Business Management and Finance from the University of New York at Brooklyn College. He also completed the Financial Planning program from the New York University Division of Programs in Business. He is an active in his community and serves as a member of a number of organizations throughout New York City. He is a current member and former director of the Hellenic Bankers Association, a charter member of the National September 11th Memorial Museum, a member of The Leadership 100, and a member of the Order of AHEPA chapter 41. In his spare time, Stephen enjoys spending time with his wife and two sons, and traveling to Greece to visit his family and clients. He also enjoys being active in the local schools by educating the next generation about the financial markets, as well as coaching youth basketball and soccer.General Securities Representative (S7) Uniform Combined State Law Examination (S66) Uniform Securities Agent State Law Examination (S63). I am licensed in the following states: (AL, AZ,CA,CO,CT,DC,DE,FL,GA,HI,PR,IL,IN,KS,KY,LA,MD,MA,MI,MN,MS,MO,NE,NJ,NY,NC,OH,OK,PA,RI,TX,UT,VT,VA,WA,WI,WY) Any information contained herein pertaining to securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those states.Links are being provided for information purposes only. Please go to http://www.opco.com/SocialMediaDisclosures for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.

Listed skills include Securities, Investment Advisory, 401 Rollovers, Tax Efficient Strategies, and 7 others.

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  Managing Director - Investments Senior Portfolio Manager Omega Portfolio Management

  Oppenheimer & Co. Inc.

  Apr 1998 - Present - New York City - Grand Central