Sonoma R Adams

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

• 06/2025 → 08/2025
  Point Wealth Management
  Melville, NY
• 03/2022 → 10/2025
  Dcal
  Hanover, NH
• 06/2016 → 03/2020
  Susa
  Hauppauge, NY
• 04/2021 → 08/2025
  Huntington Crescent Club
  Huntington, NY
• 09/2016 → 06/2018
  William T. Rogers
  Kings Park, NY
• 09/2018 → 06/2022
  St. Anthonys High School
  Huntington, NY
• 09/2022 → 06/2026
  Dartmouth College
  Hanover, NH
• 06/2026 → 07/2026
  Unemployed
  Northport, NY
• 07/2026 → Present
  Oppenheimer & Co. Inc.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-08-24

Other Names

• Sonoma Adams
• Sonoma Rae Adams