OPPENHEIMER & CO. INC.

NEW YORK, New York·12 registered advisors·CRD# 249
SEC# 801-887117212-668-8000
01

Firm Overview

AUM
$27.5B
Regulatory assets under management
Employees
2812
Total firm employees
Advisors
12
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Commissions
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at OPPENHEIMER & CO. INC.

12 registered advisors
Albert Grinsfelder Lowenthal
NEW YORK, New York
Allen Bernard Holeman
NEW YORK, New York
Edward Patrick Harrington
NEW YORK, New York
Elaine Kells Roberts
NEW YORK, New York
James A Gianni
NEW YORK, New York
Jeffrey Alfano
NEW YORK, New York
John Anthony Benedetto
NEW YORK, New York
Lawrence Peter Spaulding
NEW YORK, New York
Leon E Molokie Jr
NEW YORK, New York
Mark Thomas Whaley
NEW YORK, New York
Robert Steven Okin
NEW YORK, New York
Salvatore Frank Agosta
NEW YORK, New York
05

Office Locations

NEW YORK, New York
12 advisors

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Data sourced from SEC Form ADV filings. OPPENHEIMER & CO. INC. (CRD# 249) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.