Robert Barnes, financial advisor Saint Louis MO

Robert Barnes

CRD Number: 1562854
Current Firm: Oppenheimer & Company Inc.

Robert Barnes (CRD# 1562854) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Saint Louis, MO and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Oppenheimer Asset Management Inc. New York, NY Apr 2003 - Current 20
Fahnestock & Company Inc. St. Louis , MO Jan 2003 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1987
S65 NASAA Investment Advisors Law Examination Oct 1994
Contact Info for Robert N. Barnes
Phone Number: 212-668-8000
Registered State(s):
  • MO
  • 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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