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William Hudson Aiken

Oppenheimer & Co. Inc.

New York, NY

CRD 8130195

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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 2025-08-29
  • NY RA
    APPROVED
    Since 2025-08-29

Branch Locations

666 3Rd Avenue, New York, NY 10017 • 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 New York City NY 07/2025 Present
Price Waterhouse Coopers (Pwc) Washington, D.C VA 05/2024 08/2024
University Of Kentucky Lexington KY 08/2021 05/2025
Oakton High School Vienna VA 08/2017 06/2021
Unemployed N/A VA 01/2014 08/2017
  • 07/2025 → Present
    Oppenheimer & Co. Inc
    New York City, NY
  • 05/2024 → 08/2024
    Price Waterhouse Coopers (Pwc)
    Washington, D.C, VA
  • 08/2021 → 05/2025
    University Of Kentucky
    Lexington, KY
  • 08/2017 → 06/2021
    Oakton High School
    Vienna, VA
  • 01/2014 → 08/2017
    Unemployed
    N/A, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-28
  • S66 Uniform Combined State Law Examination
    2025-08-28

View on SEC IAPD

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