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).

By the Numbers
  • Total Assets Under Management
    27,451
    MILLION
  • Total Number of Accounts
    34,493
    ACCOUNTS
  • Average Account Value
    $795,850
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
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 111 - 120 of 1,052 top financial advisors.
111
Ryan P. Charron
CRD#: 5492209
810 Michigan Street, Port Huron, MI 48060

Ryan Charron (CRD# 5492209) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Port Huron, MI and has over 15 years of experience in the finance industry.

112
Lorraine S. Cheng
CRD#: 2121145
500 108th Avenue Ne, Suite 2100, Bellevue, WA 98004

Lorraine Cheng (CRD# 2121145) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Bellevue, WA and has over 30 years of experience in the finance industry.

113
Marcos A. Chevallier-Boutell
CRD#: 4785721
2811 Ponce De Leon Boulevard, Suite 900, Coral Gables, FL 33134

Marcos Chevallier-Boutell (CRD# 4785721) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Coral Gables, FL and has over 18 years of experience in the finance industry.

114
Gary A. Chiate
CRD#: 45672
10880 Wilshire Boulevard, Los Angeles, CA 90024

Gary Chiate (CRD# 45672) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Los Angeles, CA and has 1 year of experience in the finance industry.

115
Francis S. Chimenti
CRD#: 2931780
2 Jericho Plaza, Suite 113, Jericho, NY 11753

Francis Chimenti (CRD# 2931780) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Jericho, NY and has over 26 years of experience in the finance industry.

116
Gregory P. Chinn
CRD#: 1326314
1223 North Rock Road, Bldg F, Suite 200, Wichita, KS 67206

Gregory Chinn (CRD# 1326314) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Wichita, KS and has over 39 years of experience in the finance industry.

117
Sandra L. Chism
CRD#: 2204917
4717 Grand Avenue, Suite 230, Kansas City, MO 64112

Sandra Chism (CRD# 2204917) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Kansas City, MO and has over 32 years of experience in the finance industry.

118
Carrie A. Chodera
CRD#: 5523893
1501 Stonecreek Drive, Suite 103, Pickerington, OH 43147

Carrie Chodera (CRD# 5523893) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Pickerington, OH and has over 8 years of experience in the finance industry.

119
Jeffrey A. Church
CRD#: 1556748
500 West Madison, Suite 3800, Chicago, IL 60661

Jeffrey Church (CRD# 1556748) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Chicago, IL and has over 37 years of experience in the finance industry.

120
Jeffrey D. Clark
CRD#: 1893501
5905 E. Galbraith Road, Suite 6200, Cincinnati, OH 45236

Jeffrey Clark (CRD# 1893501) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Cincinnati, OH and has over 30 years of experience in the finance industry.

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