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).
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Total Assets Under Management22,651MILLION
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Total Number of Accounts32,333ACCOUNTS
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Average Account Value$700,552
- 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
David Allen (CRD# 2764225) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Los Angeles, CA and has over 22 years of experience in the finance industry.
James Allen (CRD# 2287824) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Chicago, IL and has over 30 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.
Richard Alles (CRD# 1098698) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Boston, MA and has over 40 years of experience in the finance industry.
Ronald Allison (CRD# 868246) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Bellevue, WA and has over 41 years of experience in the finance industry.
Thomas Amadio (CRD# 2508721) 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.
Omri Amit (CRD# 5799870) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in New York, NY and has over 12 years of experience in the finance industry.
David Anderson (CRD# 1063281) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Tampa, FL and has over 38 years of experience in the finance industry.
William Anderson (CRD# 1387431) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Leawood, KS and has over 37 years of experience in the finance industry.
Daren Antley (CRD# 2373414) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Houston, TX and has over 29 years of experience in the finance industry.
Serafin Aquino (CRD# 1603285) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Bellevue, WA and has over 36 years of experience in the finance industry.