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
Zachary Eitzen (CRD# 6199928) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Oro Valley, AZ and has over 8 years of experience in the finance industry.
Jonathan Eklund (CRD# 1534788) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Chicago, IL and has over 37 years of experience in the finance industry.
William Elmore (CRD# 1134795) 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.
Ted Emerson (CRD# 3180266) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Wichita, KS and has over 25 years of experience in the finance industry.
Kjeld Engberg (CRD# 5613976) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in New York, NY and has over 14 years of experience in the finance industry.
Christopher Estevez (CRD# 2598216) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Red Bank, NJ and has over 24 years of experience in the finance industry.
Jorge Etinger (CRD# 858809) 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.
Patrick Evans (CRD# 6674080) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in New York, NY and has over 6 years of experience in the finance industry.
Mitchell Everitt (CRD# 1501262) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Scottsdale, AZ and has over 37 years of experience in the finance industry.
Caitlin Falenski (CRD# 5969930) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Birmingham, MI and has over 11 years of experience in the finance industry.