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Oppenheimer & Co. Inc. CRD 249
$36.7B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-07 |
| FL | RA | APPROVED | 2015-04-20 |
| DE | RA | APPROVED | 2015-04-16 |
| TX | RA | APPROVED_RES | 2015-04-08 |
| PA | RA | APPROVED | 2015-04-07 |
| CA | RA | APPROVED | 2015-04-06 |
| NJ | RA | APPROVED | 2015-04-06 |
Branch Locations
666 3Rd Avenue, New York, NY 10017 • United States
Rhinebeck, NY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co Inc | New York | NY | 04/2015 | Present |
TRUSTEE FOR OMRI AMIT LIVING TRUST DTD 3/21/19 - OMRI AMIT NATALIE AMIT TRUSTEES - PERSONAL TRUST HELD AS RESIDENTIAL ADDRESS - SINCE 3/21/19 - 4 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-03 |
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