Ross
Bruner
Oppenheimer & Co. Inc
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About this Advisor
Ross Bruner is a financial advisor who works in Stamford, Connecticut with a total of 2 years of relevant experience. Bruner is an advisor for Oppenheimer & Co. Inc. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Ubs, Tristar Advisors LLC, Bank Of America, N.A and Oppenheimer & Co, Inc. Bruner has Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to operate in Connecticut and New York. Oppenheimer & Co. Inc is a registered investment firm that has its headquarters in New York, NY. It has offices in 118 locations and a total of 2,784 employees. It manages $23 billion in total assets across its 32,333 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 145 charities and foundations. Of its 32,333 accounts, just 2% belong to high-net-worth clients who have at least $1 million in investable assets. Oppenheimer & Co. Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees usually vary depending on which service is offered. However, fee types billed by Oppenheimer & Co. Inc can be comprised of any combination of asset-based, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oppenheimer & Co. Inc Brokerage Details
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$22,650,951,893
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
2,784
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
32,333
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$700,552
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Ross Bruner Work History
Ross has been registered as a financial advisor for 2 years.*
Oppenheimer & Co, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Ubs
Tristar Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ross Bruner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Oppenheimer & Co. Inc
Houston, TX
Stamford, CT
Atlanta, GA
Bellevue, WA
New York, NY
New York, NY
Boca Raton, FL
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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