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Elena Shevchenko

Oppenheimer & Co. Inc.

New York, NY

Jersey City, NJ

CRD 7522042

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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
TX RA APPROVED_RES 2025-07-22
NJ RA APPROVED 2024-08-14
NY RA APPROVED 2022-07-18
  • TX RA
    APPROVED_RES
    Since 2025-07-22
  • NJ RA
    APPROVED
    Since 2024-08-14
  • NY RA
    APPROVED
    Since 2022-07-18

Branch Locations

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

Jersey City, NJ • 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 NY 03/2022 Present
Redd Latin America Llc New York NY 10/2021 03/2022
Unemployed Jersey City NJ 03/2020 10/2021
Yeohlee Inc. New York NY 01/2020 03/2020
Unemployed Jersey City NJ 08/2018 12/2019
Keybops Llc Jersey City NJ 09/2017 08/2018
Reem Acra Llc New York NY 02/2017 09/2017
Muse Nyc New York NY 09/2012 02/2017
Bookher Llc Clifton NJ 12/2017 04/2018
Enna Bakery Jersey City NJ 01/2020 01/2020
  • 03/2022 → Present
    Oppenheimer & Co. Inc.
    New York, NY
  • 10/2021 → 03/2022
    Redd Latin America Llc
    New York, NY
  • 03/2020 → 10/2021
    Unemployed
    Jersey City, NJ
  • 01/2020 → 03/2020
    Yeohlee Inc.
    New York, NY
  • 08/2018 → 12/2019
    Unemployed
    Jersey City, NJ
  • 09/2017 → 08/2018
    Keybops Llc
    Jersey City, NJ
  • 02/2017 → 09/2017
    Reem Acra Llc
    New York, NY
  • 09/2012 → 02/2017
    Muse Nyc
    New York, NY
  • 12/2017 → 04/2018
    Bookher Llc
    Clifton, NJ
  • 01/2020 → 01/2020
    Enna Bakery
    Jersey City, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-15
  • S66 Uniform Combined State Law Examination
    2022-07-15
Other Names
  • Lexa Shevchenko

View on SEC IAPD

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