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).
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Total Assets Under Management22,651MILLION
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Total Number of Accounts32,333ACCOUNTS
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Average Account Value$700,552
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- 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)
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.