Burt Barry Freedman

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

• 01/2003 → Present
  Fahnestock & Co. Inc.
  New York, NY

Other Businesses

1. I AM THE TRUSTEE FOR MY PERSONAL TRUST THE BURT B. FREEDMAN REVOCABLE TRUST DATED 9/20/12, AS AMENDED. I SPEND PERHAPS 15 MINUTES A WEEK ON IT. I MAKE INVESTMENT DECISIONS. 2. LINAS HAZADEK BETH ISRAEL CEMETARY CORP. -CEMETARY ORGANIZATION THE CEMETARY LOCATED IN EVERETT MASS. MAILING ADDRESS: 117 HOMER ST. NEWTOWN CENTRE, MA 02459. ROLE: VICE PRESIDENT. NON INVESTMENT RELATED ACTIVITIES. ORGANIZATION IS A NON-PROFIT RELIGIOUS IS TAX EXEMPT. 1-3 HOURS PER MONTH. NO COMPENSATION, START DATE - 2/8/25. OVERSEE PROPRTY ASSIST IN BANKING (DEPOSITS, CHECKS, ETC.)

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-04-30
• S63 Uniform Securities Agent State Law Examination
  1989-05-12