Oppenheimer & Company Inc.
Oppenheimer & Company Inc. (CRD# 249) is a financial advisory firm headquartered in New York, NY. They manage $9,642,152,693 in 20,229 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management9,642MILLION
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Total Number of Accounts20,229ACCOUNTS
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Average Account Value$476,650
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- 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)
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
Virginia Saslow (CRD# 5136430) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Greensboro, NC and has over 29 years of experience in the finance industry.
Duane Cabrera (CRD# 2039205) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Radnor, PA and has over 28 years of experience in the finance industry. Duane Cabrera 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.
Hugh Cunningham (CRD# 2408203) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in New York, NY and has over 13 years of experience in the finance industry.
Jane Doyle (CRD# 1995310) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Chicago, IL and has over 25 years of experience in the finance industry. Jane Doyle 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.
Mary Finnegan (CRD# 724869) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Saint Louis, MO and has over 37 years of experience in the finance industry. Mary Finnegan 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.
Karen Friedman (CRD# 1506755) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in New York, NY and has over 32 years of experience in the finance industry. Karen Friedman 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.
Michael Giliberto (CRD# 1810309) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Cheshire, CT and has over 24 years of experience in the finance industry.