Kimberly Breslauer, financial advisor New York NY

Kimberly Breslauer

CRD Number: 2683225
Current Firm: Oppenheimer & Company Inc.

Kimberly Breslauer (CRD# 2683225) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in New York, NY and has over 27 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Oppenheimer & Company Inc. New York, NY May 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1996
S65 NASAA Investment Advisors Law Examination Jun 2002
Contact Info for Kimberly E. Breslauer
Phone Number: 212-668-8000
Registered State(s):
  • NJ
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    27,451
    MILLIONS
  • 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

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

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