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Philip Victor Oppenheimer

Oppenheimer + Close, LLC

Lakeville, CT

New York, NY

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Current Employers
Oppenheimer + Close, Llc

119 W 57Th Street Suite 1515, New York, NY 10019-2303 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-29
  • NY RA
    APPROVED
    Since 2021-07-29

Branch Locations

17 Juniper Ledge Lane, Lakeville, CT 06039 • United States

119 W 57Th Street Suite 1515, New York, NY 10019-2303 • 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 + Close, Llc New York NY 07/2013 Present
Previous Registrations
Other Businesses

MR. OPPENHEIMER SERVES AS A MANAGING MEMBER OF OPPVEST, LLC AND OPPVEST, LLC. (LOCATED AT 119 W 57th STREET, SUITE 1515, NEW YORK, NY 10019) OPPVEST, LLC IS THE GENERAL PARTNER OF 3 INVESTMENT PARTNERSHIPS. OPPVEST, LLC IS AN INVESTMENT-RELATED BUSINESS. MR OPPENHEIMER SERVES AS AN ANALYST AND PORTFOLIO MANAGER AND HAS HAD A RELATIONSHIP WITH THE BUSINESS SINCE ITS FOUNDING.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1979-09-27
  • S63 Uniform Securities Agent State Law Examination
    1979-09-27

View on SEC IAPD

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