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Zachary Naert

Oppenheimer & Co. Inc.

St. Louis, MO

CRD 7133763

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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
MO RA APPROVED 2022-08-16
  • MO RA
    APPROVED
    Since 2022-08-16

Branch Locations

One North Brentwood Boulevard Suite 600, St. Louis, MO 63105 • 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. Inc. Clayton MO 06/2019 08/2019
Ground Shark Coffee Denver CO 06/2019 12/2021
Oppenheimer & Co. Inc. Clayton MO 07/2022 Present
Lafayette High School Wildwood MO 09/2014 05/2018
Unemployed St. Louis MO 01/2022 07/2022
University Of Missouri Columbia MO 08/2018 05/2022
Unemployed St. Louis MO 05/2018 08/2018
  • 06/2019 → 08/2019
    Oppenheimer & Co. Inc.
    Clayton, MO
  • 06/2019 → 12/2021
    Ground Shark Coffee
    Denver, CO
  • 07/2022 → Present
    Oppenheimer & Co. Inc.
    Clayton, MO
  • 09/2014 → 05/2018
    Lafayette High School
    Wildwood, MO
  • 01/2022 → 07/2022
    Unemployed
    St. Louis, MO
  • 08/2018 → 05/2022
    University Of Missouri
    Columbia, MO
  • 05/2018 → 08/2018
    Unemployed
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-15
  • S66 Uniform Combined State Law Examination
    2022-08-15
Other Names
  • Zachary Ryan Naert

View on SEC IAPD

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