Unclaimed Profile

Eric Carl Oppenheim

TELEMUS CAPITAL, LLC·SOUTHFIELD, Michigan

Series 7, Series 24, Series 66Clean record15 years registeredTELEMUS CAPITAL, LLC

TWO TOWNE SQUARE, SOUTHFIELD, MI 48076CRD# 2444926Firm CRD# 168794

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric Carl Oppenheim · SOUTHFIELD, MI

Registration

CRD #2444926 · TELEMUS CAPITAL, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TELEMUS CAPITAL, LLC

KOVITZ INVESTMENT GROUP PARTNERS, LLC

Jan 2025 – Jul 2025

Southfield, MI

KOVITZ INVESTMENT GROUP PARTNERS, LLC

Mar 2024 – Dec 2024

Southfield, MI

TELEMUS CAPITAL, LLC

Sep 2013 – Mar 2024

SOUTHFIELD, MI

BEACON ASSET MANAGEMENT, LLC

Sep 2010 – Sep 2013

SOUTHFIELD, MI

TELEMUS INVESTMENT MANAGEMENT, LLC

Sep 2010 – Sep 2013

SOUTHFIELD, MI

TELEMUS WEALTH ADVISORS, LLC

Sep 2010 – Sep 2013

SOUTHFIELD, MI

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 66

Registration record

First registered · September 20, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TELEMUS CAPITAL, LLC

CRD 168794 · SEC 801-78535

AUM

$3.0B

Regulatory assets under management

Employees

4,367 client accounts

Services offered by TELEMUS CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TELEMUS CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Eric Carl Oppenheim offer?

Eric Carl Oppenheim specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Eric Carl Oppenheim's credentials?

Eric Carl Oppenheim is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Carl Oppenheim located?

Eric Carl Oppenheim is based in SOUTHFIELD, Michigan, last registered with TELEMUS CAPITAL, LLC.

How does Eric Carl Oppenheim charge for services?

Eric Carl Oppenheim's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TELEMUS CAPITAL, LLC?

TELEMUS CAPITAL, LLC has approximately 52 employees and manages $3.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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