Kumar Pindiprolu

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2003 → Present
  Oppenheimer & Co, Inc.
  New York, NY

Other Businesses

1. FALL EVENT COMMITTEE - KNIGHTS OF YORK - RAISE MONEY FOR UNDER PRIVILEGED CHILDREN. INVOLVED WITH PLANNING AND RAISING MONEY AT AN ANNUAL EVENT STARTED 2017. 2. GOLF COMMITTEE - KNIGHTS OF YORK - HELP RAISE MONEY FOR UNDER PRIVILEGED CHILDREN. ANNUAL GOLF EVENT. HELP ORGANIZE THE EVENT. STARTED 2017 3. TRUSTEE OF THE RAJESH SHASTRY TRUST 4. TRUSTEE FOR THE PADMAJA PINDIPROLU IRREVOC TR. DTD 6/27/05 - WILL DEVOTE LESS THAN 1 HOUR YEARLY 5. TRUSTEE OF THE RAJESH SHASTRY AND PADMAJA PINDIPROLU CHILDREN'S TRUST - WILL DEVOTE APPROXIMATELY 1 HOUR YEARLY 6. TRUSTEE RAJ SHASTRY IRREV TRUST 7. CO-TRUSTEE FOR THE RAJESH M. SHAHTRY FAMILY TRUST DTT 12/19/2019;FINANCIAL ADVISOR AT OPPENHEIMER; ADVISE IN INVESTMENTS FOR ACCOUNTS HELD AT OPPENHEIMER & MERRIL LYNCH. ADDRESS: 100 W. 18TH STREET, NEW YORK, NY 10003; ALL OUTSIDE FUNDS WILL BE DISCRETIONARY 2 HRS A MONTH

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-10-06
• S63 Uniform Securities Agent State Law Examination
  1994-11-21

Other Names

• Kumar Pindiprolu
• P.S. Kumar