Oppenheimer & Company Inc.
Oppenheimer & Company Inc. (CRD# 249) is a financial advisory firm headquartered in New York, NY. They manage $22,727,021,353 in 27,780 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management22,727MILLION
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Total Number of Accounts27,780ACCOUNTS
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Average Account Value$818,107
- 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, VI, VT, WA, WI, WV, WY
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.
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.
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.
Luke Adams (CRD# 7025158) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Fishkill, NY and has over 2 years of experience in the finance industry.
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.
Joseph Aiello (CRD# 6348729) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Chicago, IL and has over 4 years of experience in the finance industry.
Javier Ajjam Altimari (CRD# 5996292) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Houston, TX and has over 9 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.
Milena Alicea (CRD# 5995345) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Miami, FL and has over 4 years of experience in the finance industry.
Cheryl Allan (CRD# 1602212) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Grand Blanc, MI and has over 34 years of experience in the finance industry.
Chad Allen (CRD# 2712784) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in New York, NY and has over 25 years of experience in the finance industry.