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Craig White Hutchison

Oppenheimer & Co. Inc.

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About Craig White Hutchison

Craig Hutchison is a financial advisor with Oppenheimer & Co. Inc. Craig Hutchison has been in the financial services industry since 1977. Craig Hutchison's current registrations are with Oppenheimer & Co. Inc. Craig Hutchison is registered in multiple states, including New Jersey and Texas. Craig Hutchison has a number of licenses and certifications, including Series 7, Series 9, Series 10, Series 63 and Series 65. Craig Hutchison is experienced in portfolio management for businesses and individuals and also provides financial planning services. Craig Hutchison was previously with Fahnestock International Inc. Craig Hutchison maintains an investment interest in The Hampshire Investment Club.

Firm Information

Craig Hutchison is currently registered with Oppenheimer & Co. Inc.. Oppenheimer & Co. Inc. is a corporation headquartered in New York, NY, formed on December 23, 1954. The firm provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. The firm manages assets for a variety of clients, including individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and other retirement and entity types. Oppenheimer & Co. Inc. is registered with the SEC and all 53 states.
Oppenheimer & Co. Inc.

382 SPRINGFIELD AVE.-STE. 400

SUMMIT, NJ 07901

$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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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performance-based fees

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

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Craig Hutchison’s Registration & Firm History

NJ

10/18/2007 - Present

Oppenheimer & Co. Inc. (SUMMIT NJ)

NA

04/21/1977 - 04/13/1988

FAHNESTOCK INTERNATIONAL INC.

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Licenses & Designations

IA

Issued 10/17/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 9/14/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 2/18/2009

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 11/17/2008

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 4/16/1977

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Craig White Hutchison.
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