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Oppenheimer & Co. Inc. CRD 249
$36.7B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-04-19 |
| LA | RA | APPROVED | 2016-04-07 |
| MA | RA | APPROVED | 2005-08-26 |
| IL | RA | APPROVED | 2005-08-25 |
| NJ | RA | APPROVED | 2005-08-25 |
| PA | RA | APPROVED | 2005-08-25 |
| VA | RA | APPROVED | 2005-08-25 |
Branch Locations
302 Carnegie Center Suite 101, Princeton, NJ 08540 • United States
Hopatcong, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fahnestock & Co., Inc. | Princeton | NJ | 04/1988 | Present |
CO-TRUSTEE OF THE GELBMAN FAMILY IRREVOCABLE TRUST DTD NOVEMBER 21, 2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 1984-11-02 |
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