OPPENHEIMER ASSET MANAGEMENT INC.

OPPENHEIMER ASSET MANAGEMENT
NEW YORK, New York·2 registered advisors·CRD# 105559
SEC# 801-314272212-668-8000
01

Firm Overview

AUM
$18.8B
Regulatory assets under management
Employees
127
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at OPPENHEIMER ASSET MANAGEMENT INC.

2 registered advisors
John Charles Karsen
NEW YORK, New York
Mark Ercole Montuschi
NEW YORK, New York
05

Office Locations

NEW YORK, New York
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. OPPENHEIMER ASSET MANAGEMENT INC. (CRD# 105559) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.