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 41 - 50 of 1,053 top financial advisors.
41
Kevin S. Baum
CRD#: 6181041
666 3rd Avenue, New York, NY 10017

Kevin Baum (CRD# 6181041) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in New York, NY and has over 9 years of experience in the finance industry.

42
Margaret J. Baxter
CRD#: 2735464
10 Brook Street, Suite 290, Asheville, NC 28803

Margaret Baxter (CRD# 2735464) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Asheville, NC and has over 27 years of experience in the finance industry.

43
Loren G. Ben
CRD#: 815757
Fort Lauderdale, FL

Loren Ben (CRD# 815757) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Fort Lauderdale, FL and has over 40 years of experience in the finance industry.

44
Fred Berens
CRD#: 18877
2811 Ponce De Leon Boulevard, Suite 900, Coral Gables, FL 33134

Fred Berens (CRD# 18877) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Coral Gables, FL and has over 33 years of experience in the finance industry.

45
Daniel B. Berge
CRD#: 2458325
500 108th Avenue Ne, Suite 2100, Bellevue, WA 98004

Daniel Berge (CRD# 2458325) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Bellevue, WA and has over 29 years of experience in the finance industry.

46
Carlos Bergouignan-Sotolongo
CRD#: 3242266
2811 Ponce De Leon Boulevard, Suite 900, Coral Gables, FL 33134

Carlos Bergouignan-Sotolongo (CRD# 3242266) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Coral Gables, FL and has over 16 years of experience in the finance industry.

47
Brooke L. Bergrud
CRD#: 4128201
3200 Cherry Creek South Drive, Suite 310, Denver, CO 80209

Brooke Bergrud (CRD# 4128201) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Denver, CO and has over 23 years of experience in the finance industry.

48
Gerald M. Berman
CRD#: 1071759
100 South East 3rd Avenue, Suite 2100, Fort Lauderdale, FL 33394

Gerald Berman (CRD# 1071759) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Fort Lauderdale, FL and has over 39 years of experience in the finance industry.

49
Sandra L. Bershad
CRD#: 2373819
13455 Noel Road, Two Galleria Tower, Suite 1200, Dallas, TX 75240

Sandra Bershad (CRD# 2373819) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Dallas, TX and has over 25 years of experience in the finance industry.

50
Terance R. Bertrand
CRD#: 4681745
9475 Holly Road, Suite 203, Grand Blanc, MI 48439

Terance Bertrand (CRD# 4681745) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Grand Blanc, MI and has over 20 years of experience in the finance industry.

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