Oppenheimer Asset Management

Oppenheimer Asset Management (CRD# 105559) is a financial advisory firm headquartered in New York, NY. They manage $15,221,963,362 in 39,565 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    15,222
    MILLION
  • Total Number of Accounts
    39,565
    ACCOUNTS
  • Average Account Value
    $384,733
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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, VT, WA, WI, WV, WY

Financial Advisors at Oppenheimer Asset Management
Showing 1 - 3 of 3 top financial advisors.
1
Peter M. Cadaret
CRD#: 2833000
200 Park Avenue, 24th Flr., New York, NY 10166

Peter Cadaret (CRD# 2833000) is an Investment Advisor Representative working at Oppenheimer Asset Management in New York, NY and has over 23 years of experience in the finance industry.

2
Leo J. Dierckman
CRD#: 4825963
630 West Carmel Drive, Suite 250, Carmel, IN 46039

Leo Dierckman (CRD# 4825963) is an Investment Advisor Representative working at Oppenheimer Asset Management in Carmel, IN and has over 16 years of experience in the finance industry.

3
Michael D. Richman
CRD#: 2342240
630 West Carmel Drive, Suite 250, Carmel, IN 46039

Michael Richman (CRD# 2342240) is an Investment Advisor Representative working at Oppenheimer Asset Management in Carmel, IN and has over 27 years of experience in the finance industry.

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