Oppenheimer & Company Inc.

Oppenheimer & Company Inc. (CRD# 249) is a financial advisory firm headquartered in New York, NY. They manage $18,944,299,787 in 24,783 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    18,944
    MILLION
  • Total Number of Accounts
    24,783
    ACCOUNTS
  • Average Account Value
    $764,407
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Oppenheimer & Company Inc.
Showing 1 - 10 of 1,156 top financial advisors.
1
Mark D. Abbonizio
CRD#: 6180296
201 King Of Prussia Road, Suite 320, Radnor, PA 19087

Mark Abbonizio (CRD# 6180296) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Radnor, PA and has over 7 years of experience in the finance industry.

2
Jackie L. Abels
CRD#: 2390400
One North Brentwood Boulevard, Suite 600, St. Louis, MO 63105

Jackie Abels (CRD# 2390400) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in St. Louis, MO and has over 27 years of experience in the finance industry.

3
Frances A. Adams
CRD#: 1146517
One North Brentwood Boulevard, Suite 600, St. Louis, MO 63105

Frances Adams (CRD# 1146517) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in St. Louis, MO and has over 37 years of experience in the finance industry.

4
Luke Adams
CRD#: 7025158
300 Westage Business Center, Suite 310, Fishkill, NY 12524

Luke Adams (CRD# 7025158) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Fishkill, NY and has 1 year of experience in the finance industry.

5
Jeffrey M. Ahrens
CRD#: 2630177
580 California Street, Suite 2300, San Francisco, CA 94104

Jeffrey Ahrens (CRD# 2630177) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in San Francisco, CA and has over 25 years of experience in the finance industry.

6
Joseph Aiello
CRD#: 6348729
500 W. Madison, Suite 4000, Chicago, IL 60661

Joseph Aiello (CRD# 6348729) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Chicago, IL and has over 3 years of experience in the finance industry.

7
Javier I. Ajjam Altimari
CRD#: 5996292
711 Louisiana Street, 15th Floor, Houston, TX 77002

Javier Ajjam Altimari (CRD# 5996292) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Houston, TX and has over 8 years of experience in the finance industry. Javier Ajjam Altimari has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Milena Alicea
CRD#: 5995345
2601 South Bayshore Drive, Suite 1900, Miami, FL 33133

Milena Alicea (CRD# 5995345) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Miami, FL and has over 3 years of experience in the finance industry.

9
Cheryl L. Allan
CRD#: 1602212
9475 Holly Road, Suite 200, Grand Blanc, MI 48439

Cheryl Allan (CRD# 1602212) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Grand Blanc, MI and has over 33 years of experience in the finance industry.

10
Chad E. Allen
CRD#: 2712784
666 3rd Avenue, New York, NY 10017

Chad Allen (CRD# 2712784) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in New York, NY and has over 24 years of experience in the finance industry.

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