Cynthia
Keith

Oppenheimer & Co. Inc

CRD#1474526
Investment Advisor
in Washington, DC
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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

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Performance-based Fees

Disclosures

No

Office Location

5301 Wisconsin Avenue Nw Suite 300
Washington, DC 20015

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Oppenheimer & Co. Inc Brokerage Details

Total Assets Under Management

$10,613,813,009

DC Average: $7,464,549,021
Total Number of Employees

2,868

DC Average: 88
Total Number of Accounts

23,088

DC Average: 3,892
Average Account Size

$459,711

DC Average: $1,917,921

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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.

2008 - Present (11 years)

Oppenheimer & Co. Inc

Disclosures

Cynthia Keith has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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