Gregory Steven White

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

Authority	Category	Status	Date
NY	RA	APPROVED	2021-04-07
PR	RA	APPROVED	2021-02-25
NJ	RA	APPROVED	2007-07-23

NY RA
APPROVED

Since 2021-04-07
PR RA
APPROVED

Since 2021-02-25
NJ RA
APPROVED

Since 2007-07-23

Branch Locations

San Juan, PR • United States

85 Broad Street 25Th Floor,26Th Floor, New York, NY 10004 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Oppenheimer & Co. Inc.	San Juan	PR	05/1997	Present

05/1997 → Present

Oppenheimer & Co. Inc.

San Juan, PR

Other Businesses

1. I OWN A 2 BEDROOM CO-OP IN MANHATTAN THAT I RENT OUT. IT'S BEING USED AS AN INVESTMENT. I SPEND, ON AVERAGE, 2-3 HOURS PER MONTH ON THIS. 2. I AM ON THE BOARD OF A CO-OP IN MANHATTAN. I OWN A 2 BEDROOM IN THE CO-OP. I SPEND, ON AVERAGE, 2-3 HOURS PER MONTH ON THIS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-07-20
S63	Uniform Securities Agent State Law Examination	1996-08-02

S65 Uniform Investment Adviser Law Examination

2007-07-20
S63 Uniform Securities Agent State Law Examination

1996-08-02

View on SEC IAPD