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).

By the Numbers
  • Total Assets Under Management
    27,024
    MILLION
  • Total Number of Accounts
    30,576
    ACCOUNTS
  • Average Account Value
    $883,838
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 71 - 80 of 1,111 top financial advisors.
71
Carey M. Blecher
CRD#: 1427848
Yamato Office Center, 999 Yamato Road, Suite 300, Boca Raton, FL 33431

Carey Blecher (CRD# 1427848) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Boca Raton, FL and has over 37 years of experience in the finance industry.

72
Michael J. Bodnar
CRD#: 2634546
85 Broad Street, 22nd Floor, New York, NY 10004

Michael Bodnar (CRD# 2634546) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in New York, NY and has over 27 years of experience in the finance industry.

73
Gregory J. Boettle
CRD#: 1786478
666 3rd Avenue, New York, NY 10017

Gregory Boettle (CRD# 1786478) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in New York, NY and has over 35 years of experience in the finance industry.

74
Mark R. Bogert
CRD#: 1839894
11780 U.s. Highway 1, Suite N101, North Palm Beach, FL 33408

Mark Bogert (CRD# 1839894) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in North Palm Beach, FL and has over 20 years of experience in the finance industry.

75
David M. Boon
CRD#: 2491576
500 West Madison, Suite 3800, Chicago, IL 60661

David Boon (CRD# 2491576) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Chicago, IL and has over 28 years of experience in the finance industry.

76
Melissa A. Bowyer
CRD#: 4305249
205 Town Center Drive, Suite 260, Virginia Beach, VA 23462

Melissa Bowyer (CRD# 4305249) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Virginia Beach, VA and has over 20 years of experience in the finance industry.

77
Todd C. Brady
CRD#: 2454762
500 West Madison, Suite 3800, Chicago, IL 60661

Todd Brady (CRD# 2454762) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Chicago, IL and has over 28 years of experience in the finance industry.

78
David P. Brandt
CRD#: 28908
One North Brentwood Boulevard, Suite 600, Saint Louis, MO 63105

David Brandt (CRD# 28908) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Saint Louis, MO and has over 32 years of experience in the finance industry.

79
Randy R. Bray
CRD#: 4695066
Wells Fargo Tower, 201 Main Street, Suite 828, Fort Worth, TX 76102

Randy Bray (CRD# 4695066) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Fort Worth, TX and has over 19 years of experience in the finance industry.

80
Joel E. Breiter
CRD#: 1212742
Yamato Office Center, 999 Yamato Road, Suite 300, Boca Raton, FL 33431

Joel Breiter (CRD# 1212742) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Boca Raton, FL and has over 35 years of experience in the finance industry.

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