Oppenheimer & Company Inc.

Oppenheimer & Company Inc. (CRD# 249) is a financial advisory firm headquartered in New York, NY. They manage $27,024,228,664 in 30,576 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    27,024
    MILLION
  • Total Number of Accounts
    30,576
    ACCOUNTS
  • Average Account Value
    $883,838
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, VI, VT, WA, WI, WV, WY

Financial Advisors at Oppenheimer & Company Inc.
Showing 21 - 30 of 1,132 top financial advisors.
21
Serafin P. Aquino
CRD#: 1603285
500 108th Avenue Ne, Suite 2100, Bellevue, WA 98004

Serafin Aquino (CRD# 1603285) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Bellevue, WA and has over 35 years of experience in the finance industry.

22
Christian Argyros
CRD#: 6251266
One North Brentwood Boulevard, Suite 600, Saint Louis, MO 63105

Christian Argyros (CRD# 6251266) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Saint Louis, MO and has over 3 years of experience in the finance industry.

23
Demos Argyros
CRD#: 1325219
One North Brentwood Boulevard, Suite 600, Saint Louis, MO 63105

Demos Argyros (CRD# 1325219) 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.

24
Petar A. Arizanov
CRD#: 4804419
666 3rd Avenue, New York, NY 10017

Petar Arizanov (CRD# 4804419) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in New York, NY and has over 18 years of experience in the finance industry. Petar Arizanov 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.

25
Edgar T. Atnip
CRD#: 1694951
12900 Hall Road, Suite 160, Sterling Heights, MI 48313

Edgar Atnip (CRD# 1694951) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Sterling Heights, MI and has over 28 years of experience in the finance industry.

26
Timothy R. Atyeo
CRD#: 1544728
100 North East 3rd Avenue, Fort Lauderdale, FL 33301

Timothy Atyeo (CRD# 1544728) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Fort Lauderdale, FL and has over 35 years of experience in the finance industry.

27
Christopher M. Audus
CRD#: 5682112
255 State Street, 5th Floor, Boston, MA 02109

Christopher Audus (CRD# 5682112) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Boston, MA and has over 12 years of experience in the finance industry. Christopher Audus 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.

28
Steven P. Auerfeld
CRD#: 1061807
1818 Market Street, Suite 2700, Philadelphia, PA 19103

Steven Auerfeld (CRD# 1061807) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Philadelphia, PA and has over 22 years of experience in the finance industry.

29
Gregory J. Augustine
CRD#: 2172435
25550 Chagrin Blvd, Ste 310, Beachwood, OH 44122

Gregory Augustine (CRD# 2172435) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Beachwood, OH and has over 23 years of experience in the finance industry.

30
Kendall D. Avery
CRD#: 1757749
9020 Stony Point Parkway, Suite 250, Richmond, VA 23235

Kendall Avery (CRD# 1757749) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Richmond, VA and has over 34 years of experience in the finance industry.

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