Claudia Carin Holm

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

• 08/2022 → 05/2023
  Pizzaria Paradiso
  Washington, DC
• 08/2022 → 05/2023
  Mai Capital Managment
  Bethesda, MD
• 06/2022 → 07/2022
  Oppenheimer & Co
  New York, NY
• 08/2021 → 12/2021
  Le Pain Quotidien
  Washington, DC
• 08/2020 → 07/2021
  Cafe Georgetown
  Washington, DC
• 07/2023 → Present
  Oppenheimer & Co. Inc.
  New York, NY
• 08/2013 → 05/2019
  High School/Middle School
  Bethesda, MD
• 08/2019 → 05/2023
  American University
  Washington, DC

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-07
• S63 Uniform Securities Agent State Law Examination
  2024-10-21