Oppenheimer & Company Inc.

Oppenheimer & Company Inc. (CRD# 249) is a financial advisory firm headquartered in New York, NY. They manage $22,650,951,893 in 32,333 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    22,651
    MILLION
  • Total Number of Accounts
    32,333
    ACCOUNTS
  • Average Account Value
    $700,552
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
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, VI, VT, WA, WI, WV, WY

Financial Advisors at Oppenheimer & Company Inc.
Showing 1 - 10 of 1,056 top financial advisors.
1
Suzanne D. Rismiller
CRD#: 6877256
711 Louisiana Street, 15th Floor, Houston, TX 77002

Suzanne D. Rismiller is a Director - Investments with the Houston-based Poindexter Group of Oppenheimer & Co., Inc. She also holds the Certified Financial Planner Professional (CFP®) designation. Her practice focuses on assisting individuals and families identify and work toward their goals. She advocates financial planning as an ongoing process; one that is regularly reviewed and adjusted.

 

Suzanne joined The Poindexter Group in 2017. In 2019, she was one of 45 Oppenheimer employees selected to participate in its Associate Financial Advisor program. As a part of this program, she assisted senior colleagues in activities related to financial planning. In 2022, a promotion to Director - Investments by Oppenheimer recognized her abilities and commitment to financial planning.

 

A Texas native, Suzanne spent a portion of her childhood growing up in France. This early immersion abroad instilled in her an interest in international relations. Suzanne graduated from the University of Texas at Austin with a bachelor’s degree in international relations and international business. She went on to earn her master’s degree in international business at Grenoble École de Management in France. 

 

Suzanne lives in Houston and enjoys long walks with her dog Remi, volunteering with Harris County Junior League, participating in the Kappa Kappa Gamma Alumna Association, and tending to her garden.

2
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 10 years of experience in the finance industry.

3
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 30 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 over 4 years 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 28 years of experience in the finance industry.

6
Cheryl L. Allan
CRD#: 1602212
9475 Holly Road, Suite 203, 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 36 years of experience in the finance industry.

7
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 27 years of experience in the finance industry.

8
David A. Allen
CRD#: 2764225
10880 Wilshire Boulevard, Los Angeles, CA 90024

David Allen (CRD# 2764225) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Los Angeles, CA and has over 23 years of experience in the finance industry.

9
James A. Allen
CRD#: 2287824
500 West Madison, Suite 3800, Chicago, IL 60661

James Allen (CRD# 2287824) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Chicago, IL and has over 31 years of experience in the finance industry. James Allen 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.

10
Ronald J. Allison
CRD#: 868246
500 108th Avenue Ne, Suite 2100, Bellevue, WA 98004

Ronald Allison (CRD# 868246) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Bellevue, WA and has over 42 years of experience in the finance industry.

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