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 81 - 90 of 1,132 top financial advisors.
81
David M. Boon
CRD#: 2491576
500 West Madison, Suite 3800, Chicago, IL 60661

David Boon (CRD# 2491576) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Chicago, IL and has over 27 years of experience in the finance industry.

82
Silvio Borrero
CRD#: 5087491
100 North East 3rd Avenue, Fort Lauderdale, FL 33301

Silvio Borrero (CRD# 5087491) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Fort Lauderdale, FL and has over 13 years of experience in the finance industry. Silvio Borrero 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.

83
Melissa A. Bowyer
CRD#: 4305249
205 Town Center Drive, Suite 260, Virginia Beach, VA 23462

Melissa Bowyer (CRD# 4305249) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Virginia Beach, VA and has over 19 years of experience in the finance industry.

84
Todd C. Brady
CRD#: 2454762
500 West Madison, Suite 3800, Chicago, IL 60661

Todd Brady (CRD# 2454762) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Chicago, IL and has over 28 years of experience in the finance industry.

85
David P. Brandt
CRD#: 28908
One North Brentwood Boulevard, Suite 600, Saint Louis, MO 63105

David Brandt (CRD# 28908) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Saint Louis, MO and has over 31 years of experience in the finance industry.

86
Randy R. Bray
CRD#: 4695066
Wells Fargo Tower, 201 Main Street, Suite 828, Fort Worth, TX 76102

Randy Bray (CRD# 4695066) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Fort Worth, TX and has over 18 years of experience in the finance industry.

87
Joel E. Breiter
CRD#: 1212742
Yamato Office Center, 999 Yamato Road, Suite 300, Boca Raton, FL 33431

Joel Breiter (CRD# 1212742) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Boca Raton, FL and has over 35 years of experience in the finance industry.

88
Kimberly E. Breslauer
CRD#: 2683225
666 3rd Avenue, New York, NY 10017

Kimberly Breslauer (CRD# 2683225) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in New York, NY and has over 25 years of experience in the finance industry.

89
Douglas S. Britney
CRD#: 2568155
500 108th Avenue Ne, Suite 2100, Bellevue, WA 98004

Douglas Britney (CRD# 2568155) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Bellevue, WA and has over 27 years of experience in the finance industry.

90
Tyler P. Britton
CRD#: 6815163
380 Knollwood Street, Suite 300, Winston Salem, NC 27103

Tyler Britton (CRD# 6815163) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Winston Salem, NC and has over 4 years of experience in the finance industry.

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