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
Steven Baaden (CRD# 1266766) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Dallas, TX and has over 37 years of experience in the finance industry.
Paul Babaz (CRD# 2373008) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Atlanta, GA and has over 29 years of experience in the finance industry.
Dean Bahniuk (CRD# 2418525) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Coral Gables, FL and has over 29 years of experience in the finance industry.
Willcox Bailey (CRD# 1052935) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Virginia Beach, VA and has over 40 years of experience in the finance industry.
Mark Baniszewski (CRD# 2261558) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Birmingham, MI and has over 28 years of experience in the finance industry.
Martin Bannon (CRD# 729021) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Richmond, VA and has over 42 years of experience in the finance industry.
Kay Barcus (CRD# 1135686) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Houston, TX and has over 32 years of experience in the finance industry. Kay Barcus 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.
Robert Barnes (CRD# 1562854) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Saint Louis, MO and has over 36 years of experience in the finance industry.
Michael Barocas (CRD# 839350) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in New York, NY and has over 41 years of experience in the finance industry.
Victor Barrionuevo (CRD# 2794713) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Houston, TX and has over 26 years of experience in the finance industry.