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).
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Total Assets Under Management27,024MILLION
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Total Number of Accounts30,576ACCOUNTS
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Average Account Value$883,838
- 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 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.