Oppenheimer & Co. Inc
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About this Advisor
Cynthia Keith is a chartered financial analyst based in Washington, D.C., who has been in the financial industry for 10 years. Keith is an advisor for Oppenheimer & Co. Inc. They have spent their complete employment at Oppenheimer & Co. Inc. Keith holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Washington, D.c. and Texas. Oppenheimer & Co. Inc is a financial advisory firm headquartered in Washington, D.C. The investment advisory business has offices in 77 locations and a total of 2,740 financial advisors. It controls $11 billion in assets under management across its 21,879 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to 92 charitable organizations. Of its 21,879 accounts, just 2% belong to high-net-worth clients who have at least $1 million in assets. The firm performs a diverse array of services, such as 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. Financial advisory fee schedules largely vary depending on which services the firm provides the client. However, fee types billed by Oppenheimer & Co. Inc likely are comprised of asset-based, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years of Experience
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Oppenheimer & Co. Inc Brokerage Details
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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
Cynthia Keith Work History
Cynthia has 10 years of experience.
Oppenheimer & Co. Inc
Cynthia Keith has no disclosures.
Please visit their SEC profile for more details.