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).

By the Numbers
  • Total Assets Under Management
    27,451
    MILLION
  • Total Number of Accounts
    34,493
    ACCOUNTS
  • Average Account Value
    $795,850
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
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 141 - 150 of 1,052 top financial advisors.
141
Kevin W. Crosser
CRD#: 869112
1400 Abbott Road, Suite 430, East Lansing, MI 48823

Kevin Crosser (CRD# 869112) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in East Lansing, MI and has over 31 years of experience in the finance industry.

142
Ralph K. Crovo
CRD#: 871247
85 Broad Street, 22nd Floor, New York, NY 10004

Ralph Crovo (CRD# 871247) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in New York, NY and has over 44 years of experience in the finance industry.

143
Krystina A. Cruz
CRD#: 6242277
100 South East 3rd Avenue, Suite 2100, Fort Lauderdale, FL 33394

Krystina Cruz (CRD# 6242277) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Fort Lauderdale, FL and has over 9 years of experience in the finance industry.

144
Gary D. Curtis
CRD#: 1079608
30 Penhallow Street, Suite 200 East, Portsmouth, NH 03801

Gary Curtis (CRD# 1079608) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Portsmouth, NH and has over 37 years of experience in the finance industry.

145
Anthony D'ascoli
CRD#: 4133420
110 East Atlantic Avenue, Delray Beach, FL 33432

Anthony D'ascoli (CRD# 4133420) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Delray Beach, FL and has over 23 years of experience in the finance industry.

146
Thomas J. Dagger
CRD#: 3197890
2 Jericho Plaza, Suite 113, Jericho, NY 11753

Thomas Dagger (CRD# 3197890) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Jericho, NY and has over 21 years of experience in the finance industry.

147
Anita M. Daguilar
CRD#: 1726303
10880 Wilshire Boulevard, Los Angeles, CA 90024

Anita Daguilar (CRD# 1726303) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Los Angeles, CA and has over 32 years of experience in the finance industry.

148
Robert W. Dalie
CRD#: 4282546
10880 Wilshire Boulevard, Los Angeles, CA 90024

Robert Dalie (CRD# 4282546) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Los Angeles, CA and has over 22 years of experience in the finance industry.

149
Kevin L. Daniel
CRD#: 2631877
701 Pike Street, Suite 2100, Seattle, WA 98101

Kevin Daniel (CRD# 2631877) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Seattle, WA and has over 28 years of experience in the finance industry.

150
Robert J. Daries
CRD#: 2384902
One Pitcairn Place, 165 Township Line Road, Suite 2300, Jenkintown, PA 19046

Robert Daries (CRD# 2384902) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Jenkintown, PA and has over 30 years of experience in the finance industry.

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