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Barry Mitchell Cash

Oppenheimer & Co. Inc.

New York, NY

Mahopac, NY

CRD 1551847

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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

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-07
NJ RA APPROVED 2020-02-27
CT RA APPROVED 2020-02-25
  • NY RA
    APPROVED
    Since 2021-04-07
  • NJ RA
    APPROVED
    Since 2020-02-27
  • CT RA
    APPROVED
    Since 2020-02-25

Branch Locations

85 Broad Street 22Nd Floor, New York, NY 10004 • United States

Mahopac, NY • 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
Fidelity Stamford CT 03/2013 10/2019
Fidelity Personal And Workplace Advisors Boston MA 07/2018 10/2019
Unemployed Somers NY 10/2019 01/2020
Oppenheimer & Co. Inc New York NY 02/2020 Present
  • 03/2013 → 10/2019
    Fidelity
    Stamford, CT
  • 07/2018 → 10/2019
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 10/2019 → 01/2020
    Unemployed
    Somers, NY
  • 02/2020 → Present
    Oppenheimer & Co. Inc
    New York, NY
Previous Registrations
  • 2018-07-13 → 2019-10-10
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2013-05-24 → 2018-07-13
    Strategic Advisers Llc
    Stamford, CT
    Paramus, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-05-23
S63 Uniform Securities Agent State Law Examination 1988-05-12
  • S65 Uniform Investment Adviser Law Examination
    2013-05-23
  • S63 Uniform Securities Agent State Law Examination
    1988-05-12

View on SEC IAPD

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