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
James Forsythe (CRD# 1038986) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in New York, NY and has over 40 years of experience in the finance industry.
Ronald Fox (CRD# 1219273) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Chicago, IL and has over 40 years of experience in the finance industry.
David France (CRD# 3162250) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Topeka, KS and has over 25 years of experience in the finance industry.
Andreina Franceschi Ochoa (CRD# 6803233) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in The Woodlands, TX and has over 6 years of experience in the finance industry.
Burt Freedman (CRD# 1112853) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Boston, MA and has over 35 years of experience in the finance industry.
Sheldon Freisinger (CRD# 1733598) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in San Francisco, CA and has over 36 years of experience in the finance industry.
Athanacia Frey (CRD# 2639464) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Kalamazoo, MI and has over 8 years of experience in the finance industry.
John Friebely (CRD# 2481510) 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.
Karen Friedman (CRD# 1506755) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in New York, NY and has over 37 years of experience in the finance industry.
Kevin Friedman (CRD# 2602457) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Los Angeles, CA and has over 28 years of experience in the finance industry.