Oppenheimer & Co. Inc.

Overview

Oppenheimer & Co. Inc. is a Broker Dealer and registered investment adviser based in New York, NY, registered since 1955. It reports $36.7B in assets under management across 39,036 accounts, with 2,806 employees. Its 1,913 registered representatives work across 112 branch offices in 31 states.

Reported AUM

$36.7B

Discretionary

39%

Accounts

39,036

Average account

$94K

Employees

2,806

Registered reps

1,913

Branch offices

112

Registered since

1955

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Insurance Companies
• Other clients
• Pension/Profit Sharing Plan

Fee structure

Commissions, Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Inter-Dealer Markers in Corporate Securities
• Interests in Mortgages or Other Receivables
• Investment Advisory Services
• Limited Partnerships Primary Distributions
• Limited Partnerships Secondary Market
• Municipal Securities Broker
• Municipal Securities Dealer
• Mutual Fund/Retailer
• 12 more

Executive officers 3 of 9

• Robert Steven Lowenthal Chief Executive Officer, President, Director CRD 1639913
• Albert Grinsfelder Lowenthal Executive Chairman, Director CRD 313519
• Peter John Giordano Managing Director-Chief Administrative Officer CRD 2921308

6 more executive officers, with direct contact details

Registered reps 3 of 1,913

• Mark D Abbonizio Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6180296
• Jackie L Abels Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2390400
• Adele Agozzino Abi Khattar Registered Rep CRD 4395139

1,910 more registered reps, with emails, phones and branch locations

Location

Headquarters

85 Broad St Fl 22
New York, NY 10004

County

New York

Metro area

New York-Newark-Jersey City, NY-NJ-PA

Region

Northeast

Branch offices

112 in 31 states, including Dallas, TX, East Lansing, MI and San Francisco, CA

Registrations

• SEC registered, corporation formed in New York
• Registered in 53 jurisdictions
• Website: oppenheimer.com

Every state, with registration dates

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