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Firm Information

Oppenheimer & Co. Inc. is a corporation formed in December 1954 and headquartered in New York City. The firm provides a range of advisory services, including financial planning, pension consulting, selection of other advisors, portfolio management for businesses, individuals, and pooled investment vehicles. Oppenheimer & Co. Inc. manages approximately $1 billion to $10 billion in assets for a diverse clientele, including individuals, corporations, institutions, and government entities. The firm is registered with the SEC and in all 50 states.

Oppenheimer & Co. Inc.

85 BROAD STREET

NEW YORK, NY 10004

$27.45B

Assets Under Management

Not reported

Total Clients

1,429

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

pension consulting services

Guidance on pension options to ensure a secure financial future.

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

fixed fees

Set rates for specific services, regardless of time or assets managed.

commissions

Earned based on transactions or products sold.

percentage of assets

A percentage of the total value of assets under management is charged.

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Advisors at Oppenheimer & Co. Inc.

View All 1429 Advisors

Gerald Michael Jevic

HADDON TOWNSHIP, NJ

View Profile

Amanda Victoria Ramirez

CORAL GABLES, FL

STAMFORD, CT

LOS ANGELES, CA

Damian Philip Garrubbo

View Profile

Lawrence Jay Rubinstein

PRINCETON, NJ

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Nilamber Bhakta Shrestha

SAN FRANCISCO, CA

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Lindsay Schmitt

KALAMAZOO, MI

View Profile

View All 1429 Advisors

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Disclosures

There are 4 public disclosures for Oppenheimer & Co. Inc.. Review regulatory record here.

Frequently Asked Questions (10)

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Oppenheimer & Co. Inc.

Headquartered in NEW YORK, NY

When are you planning to retire?

Are you with Oppenheimer & Co. Inc.?

Are you a financial advisor?

Firm Information

Oppenheimer & Co. Inc.

$27.45B

Assets Under Management

Not reported

Total Clients

Total Financial Advisors

Services Offered

financial planning services

pension consulting services

selection of other advisors

portfolio management for businesses

portfolio management for individuals

Fee Structure

fixed fees

commissions

percentage of assets

performance-based fees

Branch Locations (48)

Advisors at Oppenheimer & Co. Inc.

Find Your Ideal Financial Advisor

Disclosures

Frequently Asked Questions (10)

Helpful Articles

When are you planning to retire?

Are you with Oppenheimer & Co. Inc.?

Are you a financial advisor?

Helpful Articles

Oppenheimer & Co. Inc.

Headquartered in NEW YORK, NY

When are you planning to retire?

Are you with Oppenheimer & Co. Inc.?

Are you a financial advisor?

Firm Information

Oppenheimer & Co. Inc.

$27.45B

Assets Under Management

Not reported

Total Clients

Total Financial Advisors

Services Offered

financial planning services

pension consulting services

selection of other advisors

portfolio management for businesses

portfolio management for individuals

Fee Structure

fixed fees

commissions

percentage of assets

performance-based fees

Branch Locations (48)

Advisors at Oppenheimer & Co. Inc.

Find Your Ideal Financial Advisor

Disclosures

Frequently Asked Questions (10)

What is Oppenheimer & CO. INC. and what services does it offer?

Where is Oppenheimer & CO. INC. located?

How can I get in touch with Oppenheimer & CO. INC.?

What is the size of Oppenheimer & CO. INC. in terms of employees?

How much money does Oppenheimer & CO. INC. manage?

What types of clients does Oppenheimer & CO. INC. serve?

Does Oppenheimer & CO. INC. participate in wrap fee programs?

Are there any regulatory disclosures or events associated with Oppenheimer & CO. INC.?

What is the SEC number for Oppenheimer & CO. INC.?

In which states is Oppenheimer & CO. INC. registered?

Helpful Articles

When are you planning to retire?

Are you with Oppenheimer & Co. Inc.?

Are you a financial advisor?

Helpful Articles