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Inactive

Charlotte Rose Macgregor Sigg

Oppenheimer & Co. Inc.

Boston, MA

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Current Employers
Oppenheimer & Co. Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-04-23
  • MA RA
    APPROVED
    Since 2026-04-23

Branch Locations

255 State Street 5Th Floor, Boston, MA 02109 • 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
Keenan Financial Boston MA 11/2025 02/2026
Sage Hr Advisors Greenwich CT 06/2025 08/2025
New Canaan Field Club New Canaan CT 06/2024 08/2024
William Raveis New Canaan CT 06/2023 08/2023
Toddler Time New Canaan CT 06/2022 08/2022
Denison University Granville OH 08/2021 05/2025
New Canaan High School New Canaan CT 08/2017 06/2021
Self Employed New Canaan CT 06/2021 08/2021
Saxe Middle School New Canaan CT 08/2013 06/2017
Keenan Financial Insurance Agency Services Llc Boston MA 07/2025 02/2026
Oppenheimer & Co. Inc. Boston MA 04/2026 Present
Whole Foods Boston MA 11/2025 03/2026
  • 11/2025 → 02/2026
    Keenan Financial
    Boston, MA
  • 06/2025 → 08/2025
    Sage Hr Advisors
    Greenwich, CT
  • 06/2024 → 08/2024
    New Canaan Field Club
    New Canaan, CT
  • 06/2023 → 08/2023
    William Raveis
    New Canaan, CT
  • 06/2022 → 08/2022
    Toddler Time
    New Canaan, CT
  • 08/2021 → 05/2025
    Denison University
    Granville, OH
  • 08/2017 → 06/2021
    New Canaan High School
    New Canaan, CT
  • 06/2021 → 08/2021
    Self Employed
    New Canaan, CT
  • 08/2013 → 06/2017
    Saxe Middle School
    New Canaan, CT
  • 07/2025 → 02/2026
    Keenan Financial Insurance Agency Services Llc
    Boston, MA
  • 04/2026 → Present
    Oppenheimer & Co. Inc.
    Boston, MA
  • 11/2025 → 03/2026
    Whole Foods
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-27
  • S65 Uniform Investment Adviser Law Examination
    2025-10-27
Other Names
  • Charlotte Sigg

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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