Oppenheimer & Company Inc.

Oppenheimer & Company Inc. (CRD# 249) is a financial advisory firm headquartered in New York, NY. They manage $22,650,951,893 in 32,333 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    22,651
    MILLION
  • Total Number of Accounts
    32,333
    ACCOUNTS
  • Average Account Value
    $700,552
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, VI, VT, WA, WI, WV, WY

Financial Advisors at Oppenheimer & Company Inc.
Showing 51 - 60 of 1,108 top financial advisors.
51
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. Daniel Berge has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

52
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.

53
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 22 years of experience in the finance industry.

54
Gerald M. Berman
CRD#: 1071759
100 North East 3rd Avenue, Fort Lauderdale, FL 33301

Gerald Berman (CRD# 1071759) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Fort Lauderdale, FL and has over 38 years of experience in the finance industry.

55
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 24 years of experience in the finance industry.

56
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 19 years of experience in the finance industry.

57
James G. Beyloune
CRD#: 1855391
255 State Street, 5th Floor, Boston, MA 02109

James Beyloune (CRD# 1855391) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Boston, MA and has over 34 years of experience in the finance industry.

58
Val J. Bianchini
CRD#: 2449097
666 3rd Avenue, New York, NY 10017

Val Bianchini (CRD# 2449097) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in New York, NY and has over 29 years of experience in the finance industry.

59
Guillermo Bicas
CRD#: 4955762
2811 Ponce De Leon Boulevard, Suite 900, Coral Gables, FL 33134

Guillermo Bicas (CRD# 4955762) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Coral Gables, FL and has over 17 years of experience in the finance industry.

60
Elizabeth H. Bingham
CRD#: 6758836
555 West Crosstown Parkway, Suite 400, Kalamazoo, MI 49008

Elizabeth Bingham (CRD# 6758836) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Kalamazoo, MI and has over 5 years of experience in the finance industry.

PREV ... 2 3 4 5 6 7 8 9 10 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.