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).

Current Firm Details
85 Broad Street, 22nd Floor., New York, NY 10004
http://www.oppenheimer.com
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 1,173 top financial advisors.
1
Mark Abbonizio, financial advisor Radnor PA
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 6 years of experience in the finance industry.

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

Jackie Abels (CRD# 2390400) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Saint Louis, MO and has over 26 years of experience in the finance industry.

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

Frances Adams (CRD# 1146517) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Saint Louis, MO and has over 36 years of experience in the finance industry.

4
Luke Adams, financial advisor Fishkill NY
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 Ahrens, financial advisor San Francisco CA
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 24 years of experience in the finance industry.

6
Joseph Aiello, financial advisor Chicago IL
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 2 years of experience in the finance industry.

7
Javier Ajjam Altimari, financial advisor Houston TX
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.

8
William Akers, financial advisor Richmond VA
William B. Akers
CRD#: 4278737
200 South 10th Street, Suite 1000, Richmond, VA 23219

William Akers (CRD# 4278737) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Richmond, VA and has over 16 years of experience in the finance industry.

9
Milena Alicea, financial advisor Miami FL
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.

10
Cheryl Allan, financial advisor Grand Blanc MI
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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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