Brett
Myers
Oppenheimer & Co. Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Brett Myers is a financial advisor based in Washington, District of Columbia, working with Oppenheimer & Co. Inc. Brett has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Massmutual, Chevy Chase Country Club, Prestosports, Merill Lynch Wealth Management, Towson University, New York Life Insurance Agents, Morgan Stanley, Morgan Stanley Private Bank, N.A, Jp Morgan Chase Bank, Jp Morgan Securities, 4C Caddies, Bank Of America, and Oppenheimer & Co. Inc. Brett has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in the District of Columbia. Currently, Brett is part of Oppenheimer & Co. Inc, which operates out of Washington, District of Columbia. The firm has 117 offices and 2,812 employees. The firm manages assets totaling $27.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Oppenheimer & Co. Inc includes asset-based, fixed, commission-based, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Find an advisor who will work directly with you
SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.
Oppenheimer & Co. Inc Brokerage Details
$27,451,266,086
2,812
34,493
$795,850
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
Brett Myers Work History
Oppenheimer & Co. Inc
Jp Morgan Chase Bank
Jp Morgan Securities
Morgan Stanley
Merrill Lynch, Pierce, Fenner & Smith Inc
Morgan Stanley
Morgan Stanley Private Bank, N.A
Massmutual
New York Life Insurance Agents
4C Caddies
Prestosports
Merill Lynch Wealth Management
Bank Of America
Chevy Chase Country Club
Towson University
Disclosures
Please visit the SEC profile of Brett Myers 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
Los Angeles, CA
New York, NY
Virginia Beach, VA
New York, NY
New York, NY
Florham Park, NJ
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
