Financial ADVSR advisor directory · SEC adviser records
Oppenheimer & Co. Inc. financial advisors in Boston, MA
Every SEC-registered investment adviser representative at a Oppenheimer & Co. Inc. office in Boston, A to Z.
The short answer
28 registered advisors work at Oppenheimer & Co. Inc. in Boston, out of 1,087 at the firm nationwide; it ranks number 32 in the city by advisors. 1 list the CFP designation and 28 are also registered broker representatives.
Oppenheimer & Co. Inc. advisors in Boston, A to Z
Every Oppenheimer & Co. Inc. advisor →- Christopher M. AudusCertified Financial Planner · Also a broker rep
- James G. BeylouneAlso a broker rep
- Zachary J. BeylouneChartered Financial Analyst · Also a broker rep
- Audrey BinderAlso a broker rep
- Lauren BlakeleyAlso a broker rep
- Kelsey E. CostantiniAlso a broker rep
- Gary S. DomorackiAlso a broker rep
- Robert P. FantozziAlso a broker rep
- Burt B. FreedmanAlso a broker rep
- Mackenzie C. HoweAlso a broker rep
- Michael W. KenneyAlso a broker rep
- Callie M. MaloneyAlso a broker rep
- Stacey L. MarinoChartered Financial Analyst · Also a broker rep
- William A. MarshallAlso a broker rep
- Carson P. McCuskerAlso a broker rep
- Michael J. MerriganAlso a broker rep
- Andrew MichienziAlso a broker rep
- Andrew F. MichienziAlso a broker rep
- Mikayla B. MichienziAlso a broker rep
- Sarah Q. MoreyAlso a broker rep
- Tracey A. NeretAlso a broker rep
- Guy R. PresuttiAlso a broker rep
- Rachel S. RichwineAlso a broker rep
- Charlotte R. SiggAlso a broker rep
- Thomas H. TateAlso a broker rep
- Christopher B. TwomeyAlso a broker rep
- Thomas ValeoAlso a broker rep
- Michael W. WoodAlso a broker rep
Oppenheimer & Co. Inc. advisors in every city and state →Oppenheimer & Co. Inc.: assets, clients and custodians →Oppenheimer news and advisor moves →Advisor Moves: who changed firms this week →
Oppenheimer & Co. Inc. advisors in other cities
New York, NY 213Chicago, IL 53Houston, TX 37St. Louis, MO 37Coral Gables, FL 35Stamford, CT 28Washington, DC 28Seattle, WA 27Bellevue, WA 25San Francisco, CA 23Jenkintown, PA 22Birmingham, MI 21Dallas, TX 21Jericho, NY 21Los Angeles, CA 21
Other firms in Boston
All Boston advisors →Morgan Stanley 347Merrill Lynch, Pierce, Fenner & Smith Incorporated 324J.P. Morgan Securities LLC 226Voya Financial Advisors, Inc. 176UBS Financial Services Inc. 159Strategic Advisers LLC 155Columbia Management Investment Advisers, LLC 134Eaton Vance Management 89John Hancock Investment Management LLC 89MML Investors Services, LLC 88Wells Fargo Clearing Services, LLC 56Putnam Investment Management, LLC 53
Questions
How many financial advisors does Oppenheimer & Co. Inc. have in Boston?
28 investment adviser representatives are registered at Oppenheimer & Co. Inc. offices in Boston, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 1,087 nationwide. 1 list the CFP designation and 28 are also registered as broker representatives.
Is Oppenheimer & Co. Inc. one of the largest advisor employers in Boston?
Oppenheimer & Co. Inc. ranks number 32 in Boston by registered advisors; Morgan Stanley has the most, with 347.
How do I check a Oppenheimer & Co. Inc. advisor in Boston?
Each advisor below 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. Advisors are listed at the city of the Oppenheimer & Co. Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.