Zachary J Beyloune
Investment Adviser Representative at Oppenheimer & Co. Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Zachary J. Beyloune is an investment adviser representative with Oppenheimer & Co. Inc. in Boston, MA, where they have been registered since 2021. They have worked in the securities industry since 2020. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Massachusetts and New York.
Office
Advisors at this office: 30
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Massachusetts, New York
- Broker:
14 states and territories
California, Colorado, Connecticut, Florida, Georgia, Maine, Maryland, Massachusetts, New Jersey, New York, Pennsylvania, Rhode Island, Tennessee, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Bosse SportsJun 2015 – Aug 2017Sudbury, MA
- Union CollegeAug 2017 – Jun 2018Schenectady, NY
- State Street CorporationJun 2018 – Aug 2018Boston, MA
- Union CollegeAug 2018 – Nov 2018Schenectady, NY
- State Street CorporationNov 2018 – Dec 2018Boston, MA
- Union CollegeJan 2019 – Jun 2019Schenectady, NY
- Law Office of James E. McCallJun 2019 – Aug 2019Boston, MA
- Union CollegeAug 2019 – Nov 2019Schenectady, NY
- United Postal ServiceNov 2019 – Dec 2019Sudbury, MA
- Union CollegeJan 2020 – Jul 2020Schenectady, NY
- Oppenheimer & Co Inc.Aug 2020 – no end date reportedBoston, MA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Oppenheimer & Co. Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Fixed fee
- Firm account minimum
- $10,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,148
- Offices listed on AdvisorFinder:
- 26
- Main office:
- New York, NY
- SEC file number:
- 801-887
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at Oppenheimer & Co. Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Zachary J Beyloune has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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