Oppenheimer & Company Inc.

Oppenheimer & Company Inc. (CRD# 249) is a financial advisory firm headquartered in New York, NY. They manage $10,613,813,009 in 23,088 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    10,614
    MILLION
  • Total Number of Accounts
    23,088
    ACCOUNTS
  • Average Account Value
    $459,711
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
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

Financial Advisors at Oppenheimer & Company Inc.
Showing 1 - 10 of 1,165 top financial advisors.
1
Mark D. Abbonizio
CRD#: 6180296
Radnor, PA 19087

Mark Abbonizio (CRD# 6180296) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Radnor, PA and has over 5 years of experience in the finance industry.

2
Jackie L. Abels
CRD#: 2390400
Saint Louis, MO 63105

Jackie Abels (CRD# 2390400) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Saint Louis, MO and has over 25 years of experience in the finance industry.

3
Frances A. Adams
CRD#: 1146517
Saint Louis, MO 63105

Frances Adams (CRD# 1146517) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Saint Louis, MO and has over 35 years of experience in the finance industry.

4
Luke Adams
CRD#: 7025158
Fishkill, NY 12524

Luke Adams (CRD# 7025158) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Fishkill, NY and has 1 year of experience in the finance industry.

5
Jeffrey M. Ahrens
CRD#: 2630177
San Francisco, CA 94104

Jeffrey Ahrens (CRD# 2630177) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in San Francisco, CA and has over 23 years of experience in the finance industry.

6
Joseph Aiello
CRD#: 6348729
Chicago, IL 60661

Joseph Aiello (CRD# 6348729) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Chicago, IL and has over 2 years of experience in the finance industry.

7
Javier I. Ajjam Altimari
CRD#: 5996292
Houston, TX 77002

Javier Ajjam Altimari (CRD# 5996292) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Houston, TX and has over 7 years of experience in the finance industry.

8
William B. Akers
CRD#: 4278737
Richmond, VA 23219

William Akers (CRD# 4278737) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Richmond, VA and has over 15 years of experience in the finance industry.

9
Milena Alicea
CRD#: 5995345
Miami, FL 33133

Milena Alicea (CRD# 5995345) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Miami, FL and has over 2 years of experience in the finance industry.

10
Cheryl L. Allan
CRD#: 1602212
Grand Blanc, MI 48439

Cheryl Allan (CRD# 1602212) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Grand Blanc, MI and has over 32 years of experience in the finance industry.

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