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).
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Total Assets Under Management27,451MILLION
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Total Number of Accounts34,493ACCOUNTS
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Average Account Value$795,850
- 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
Patrick Catarello (CRD# 4776410) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Chicago, IL and has over 17 years of experience in the finance industry.
Daniel Cavagnaro (CRD# 1392891) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Lake Oswego, OR and has over 38 years of experience in the finance industry.
Aaron Chamberlin (CRD# 2433292) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Newport Beach, CA and has over 30 years of experience in the finance industry.
Jenny Chan (CRD# 4876823) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in New York, NY and has over 10 years of experience in the finance industry.
Joe Chan (CRD# 5711843) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Los Angeles, CA and has over 12 years of experience in the finance industry.
Arthur Chandler (CRD# 44428) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Lake Oswego, OR and has over 27 years of experience in the finance industry.
Susan Chandler (CRD# 3222913) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Tampa, FL and has over 24 years of experience in the finance industry.
Anne Chao (CRD# 2413472) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Bellevue, WA and has over 27 years of experience in the finance industry.
Craig Chapman (CRD# 2736738) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Scottsdale, AZ and has over 27 years of experience in the finance industry.
James Charron (CRD# 1249845) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Port Huron, MI and has over 39 years of experience in the finance industry.