Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Fintech bytes: SEI, FinTurk and Powerlytics unveil new advisor toolsIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder look

Adviser and broker representative · Oppenheimer & Co. Inc.

Marguerite E. Tomeo

CRD 1956825 · Southbury, CT

At a glance

Marguerite E. Tomeo is an investment adviser representative with Oppenheimer & Co. Inc. in Southbury, CT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Marguerite’s SEC record dates to 2003, about 23 years ago. Marguerite is also registered as a broker representative.

Current advisory firm

SEC adviser record

Registered since
2003 (23 years)
Designations
None on file
Exams
Series 63, Series 65
Registered in
1 state
Also a broker representative
Yes
Disclosures on record
None

AtlasMembers

Marguerite’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

More at Oppenheimer & Co. Inc.

Every advisor at Oppenheimer & Co. Inc. →Oppenheimer & Co. Inc.: assets, clients and custodians →Oppenheimer news, moves and payouts →Financial advisors in Southbury, CT →Every Oppenheimer & Co. Inc. advisor in Southbury →Advisor Moves: who changed firms this week →