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Kole Henry Schleimer

Oppenheimer & Co. Inc.

Chatham Township, NJ

New York, NY

CRD 7070145

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Employer firm

Oppenheimer & Co. Inc. CRD 249

$36.7B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Oppenheimer & Co. Inc.

85 Broad Street 22Nd Floor, New York, NY 10004 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-07
NJ RA APPROVED 2019-04-29
  • NY RA
    APPROVED
    Since 2021-04-07
  • NJ RA
    APPROVED
    Since 2019-04-29

Branch Locations

Chatham Township, NJ • United States

85 Broad Street 22Nd Floor, New York, NY 10004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oppenheimer & Co. New York NY 02/2019 Present
Cleat Shield Llc. Liberty Corner NJ 06/2015 Present
K&S Solutions Llc. Liberty Corner NJ 08/2015 Present
Kean University Union NJ 06/2015 12/2018
  • 02/2019 → Present
    Oppenheimer & Co.
    New York, NY
  • 06/2015 → Present
    Cleat Shield Llc.
    Liberty Corner, NJ
  • 08/2015 → Present
    K&S Solutions Llc.
    Liberty Corner, NJ
  • 06/2015 → 12/2018
    Kean University
    Union, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-25
  • S66 Uniform Combined State Law Examination
    2019-04-25
Other Names
  • Kole Schleimer

View on SEC IAPD

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