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Dane Matthew Anderson

Oppenheimer & Co. Inc.

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About Dane Matthew Anderson

Dane Anderson is a financial professional with over 7 years of experience in the industry. Dane is currently registered with Oppenheimer & Co. Inc. in New York. Dane is Series 63, SIE and Series 79 licensed. Previously, Dane worked at Citigroup Global Markets Inc. and TripleTree, LLC. Dane's experience includes portfolio management for businesses, portfolio management for individuals and portfolio management for pooled investment vehicles.

Firm Information

Dane Anderson is currently registered with Oppenheimer & Co. Inc.. 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.

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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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Dane Anderson’s Registration & Firm History

NY

09/06/2024 - Present

Oppenheimer & Co. Inc. (NEW YORK NY)

NY

05/08/2018 - 10/20/2023

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

MN

08/17/2016 - 07/05/2017

TRIPLETREE, LLC (BLOOMINGTON MN)

NY

09/22/2014 - 04/29/2016

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/25/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/2014

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dane Matthew Anderson.
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