Oppenheimer & Company Inc.
Oppenheimer & Company Inc. (CRD# 249) is a financial advisory firm headquartered in New York, NY. They manage $27,024,228,664 in 30,576 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management27,024MILLION
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Total Number of Accounts30,576ACCOUNTS
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Average Account Value$883,838
- 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
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.
David Binstock (CRD# 2030174) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in New York, NY and has over 30 years of experience in the finance industry.
Trent Birdsong (CRD# 2609086) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in The Woodlands, TX and has over 27 years of experience in the finance industry. Trent Birdsong 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.
David Bittermann (CRD# 1081760) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Fort Worth, TX and has over 40 years of experience in the finance industry.
Brian Bittner (CRD# 4996675) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in New York, NY and has over 16 years of experience in the finance industry.
Gregory Bjork (CRD# 2967061) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Denver, CO and has over 24 years of experience in the finance industry.
James Bladel (CRD# 1105244) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Princeton, NJ and has over 32 years of experience in the finance industry.
Mariacelia Blandon (CRD# 5752902) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Coral Gables, FL and has over 12 years of experience in the finance industry.
Marisela Blandon (CRD# 732374) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Coral Gables, FL and has over 41 years of experience in the finance industry.