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David Marc Binstock

Oppenheimer & Co. Inc.

New York, NY

Sands Point, NY

CRD 2030174

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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
TX RA APPROVED_RES 2017-05-17
NJ RA APPROVED 2006-07-03
  • NY RA
    APPROVED
    Since 2021-04-07
  • TX RA
    APPROVED_RES
    Since 2017-05-17
  • NJ RA
    APPROVED
    Since 2006-07-03

Branch Locations

666 3Rd Avenue, New York, NY 10017 • United States

Sands Point, NY • 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
Fahnestock & Co. Inc. New York NY 01/2003 Present
  • 01/2003 → Present
    Fahnestock & Co. Inc.
    New York, NY
Other Businesses

FAMILY ESTATE PLANNING. THIS WILL TAKE AN HOUR OF TIME PER QUARTER. ADDRESS USED IS MY RESIDENCE.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-06-30
S63 Uniform Securities Agent State Law Examination 1992-11-13
  • S65 Uniform Investment Adviser Law Examination
    2006-06-30
  • S63 Uniform Securities Agent State Law Examination
    1992-11-13

View on SEC IAPD

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