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Edgar Thomas Atnip

Oppenheimer & Co. Inc.

Fort Myers, FL

CRD 1694951

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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
FL RA APPROVED 2023-10-17
TX RA APPROVED_RES 2020-07-10
MI RA APPROVED 2015-12-03
  • FL RA
    APPROVED
    Since 2023-10-17
  • TX RA
    APPROVED_RES
    Since 2020-07-10
  • MI RA
    APPROVED
    Since 2015-12-03

Branch Locations

6700 Daniels Parkway Ste 1, Fort Myers, FL 33912 • 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
Fahnestock & Co., Inc. Sterling Heights MI 01/1999 Present
  • 01/1999 → Present
    Fahnestock & Co., Inc.
    Sterling Heights, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-01-16
S63 Uniform Securities Agent State Law Examination 1993-10-01
  • S65 Uniform Investment Adviser Law Examination
    2008-01-16
  • S63 Uniform Securities Agent State Law Examination
    1993-10-01
Other Names
  • Ed Atnip
  • Eddie Atnip

View on SEC IAPD

Nearby Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.

Nearby Investors

DAVID JONATHAN MORELAND
Elizabeth Diane Scoggins
Devin Reich

Nearby Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · FORT MYERS, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Fort Myers, FL
BANKERS LIFE ADVISORY SERVICES, INC. · Fort Myers, FL

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