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Financial ADVSR advisor directory · SEC adviser records

Oppenheimer Asset Management financial advisors

Every SEC-registered investment adviser representative at Oppenheimer Asset Management, by the state and city of the office they work from.

The short answer

5 registered advisors work at Oppenheimer Asset Management, in 3 states and 3 cities; the most are in Carmel, IN (2). 0 list the CFP designation and 3 are also registered broker representatives.

Search every Oppenheimer Asset Management advisor by name →Who joined and left Oppenheimer Asset Management →Oppenheimer Asset Management: assets, clients and custodians →Oppenheimer news and advisor moves →

Cities with the most Oppenheimer Asset Management advisors

Carmel, IN 2New York, NY 2Fort Worth, TX 1

Oppenheimer Asset Management advisors by state

Oppenheimer Asset Management in Indiana 2

Carmel 2

Oppenheimer Asset Management in New York 2

New York 2

Oppenheimer Asset Management in Texas 1

Fort Worth 1

Questions

How many financial advisors does Oppenheimer Asset Management have?

5 investment adviser representatives are registered with Oppenheimer Asset Management, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 3 cities. 0 list the CFP designation and 3 are also registered as broker representatives.

Where does Oppenheimer Asset Management have the most advisors?

Carmel, IN, with 2 registered advisors, then New York, NY (2). By state, Indiana has the most, with 2.

How do I find a Oppenheimer Asset Management financial advisor near me?

Pick your state below, then your city, to see every Oppenheimer Asset Management advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Oppenheimer Asset Management offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →