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).

By the Numbers
  • Total Assets Under Management
    27,451
    MILLION
  • 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
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, VI, VT, WA, WI, WV, WY

Financial Advisors at Oppenheimer & Company Inc.
Showing 21 - 30 of 1,052 top financial advisors.
21
Timothy R. Atyeo
CRD#: 1544728
100 South East 3rd Avenue, Suite 2100, Fort Lauderdale, FL 33394

Timothy Atyeo (CRD# 1544728) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Fort Lauderdale, FL and has over 37 years of experience in the finance industry.

22
Christopher M. Audus
CRD#: 5682112
255 State Street, 5th Floor, Boston, MA 02109

Christopher Audus (CRD# 5682112) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Boston, MA and has over 14 years of experience in the finance industry.

23
Steven P. Auerfeld
CRD#: 1061807
1818 Market Street, Suite 2700, Philadelphia, PA 19103

Steven Auerfeld (CRD# 1061807) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Philadelphia, PA and has over 24 years of experience in the finance industry.

24
Gregory J. Augustine
CRD#: 2172435
25550 Chagrin Blvd, Ste 310, Beachwood, OH 44122

Gregory Augustine (CRD# 2172435) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Beachwood, OH and has over 25 years of experience in the finance industry.

25
Kendall D. Avery
CRD#: 1757749
9020 Stony Point Parkway, Suite 250, Richmond, VA 23235

Kendall Avery (CRD# 1757749) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Richmond, VA and has over 36 years of experience in the finance industry.

26
James R. Azeltine
CRD#: 1728514
Mission Farms, 10601 Mission Road 3rd Flr, Leawood, KS 66206

James Azeltine (CRD# 1728514) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Leawood, KS and has over 36 years of experience in the finance industry.

27
Steven R. Baaden
CRD#: 1266766
13455 Noel Road, Two Galleria Tower, Suite 1200, Dallas, TX 75240

Steven Baaden (CRD# 1266766) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Dallas, TX and has over 37 years of experience in the finance industry.

28
Paul D. Babaz
CRD#: 2373008
Phipps Tower-3438 Peachtree Rd Ne, Suite 950, Atlanta, GA 30326

Paul Babaz (CRD# 2373008) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Atlanta, GA and has over 30 years of experience in the finance industry.

29
Willcox K. Bailey
CRD#: 1052935
205 Town Center Drive, Suite 260, Virginia Beach, VA 23462

Willcox Bailey (CRD# 1052935) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Virginia Beach, VA and has over 41 years of experience in the finance industry.

30
Mark E. Baniszewski
CRD#: 2261558
385 S. Eton Street, Birmingham, MI 48009

Mark Baniszewski (CRD# 2261558) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Birmingham, MI and has over 29 years of experience in the finance industry.

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