Oppenheimer & Company Inc.
Oppenheimer & Company Inc. (CRD# 249) is a financial advisory firm headquartered in New York, NY. They manage $27,451,266,086 in 34,493 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management27,451MILLION
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Total Number of Accounts34,493ACCOUNTS
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Average Account Value$795,850
- 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
Kevin Baum (CRD# 6181041) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in New York, NY and has over 9 years of experience in the finance industry.
Margaret Baxter (CRD# 2735464) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Asheville, NC and has over 27 years of experience in the finance industry.
Loren Ben (CRD# 815757) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Fort Lauderdale, FL and has over 40 years of experience in the finance industry.
Fred Berens (CRD# 18877) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Coral Gables, FL and has over 33 years of experience in the finance industry.
Daniel Berge (CRD# 2458325) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Bellevue, WA and has over 30 years of experience in the finance industry.
Carlos Bergouignan-Sotolongo (CRD# 3242266) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Coral Gables, FL and has over 16 years of experience in the finance industry.
Brooke Bergrud (CRD# 4128201) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Denver, CO and has over 23 years of experience in the finance industry.
Gerald Berman (CRD# 1071759) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Fort Lauderdale, FL and has over 39 years of experience in the finance industry.
Sandra Bershad (CRD# 2373819) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Dallas, TX and has over 25 years of experience in the finance industry.
Terance Bertrand (CRD# 4681745) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Grand Blanc, MI and has over 20 years of experience in the finance industry.