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 operating out of Washington, District Of Columbia who has 15 years of relevant experience. Keith currently works for Oppenheimer & Co. Inc. They have spent their complete employment at Oppenheimer & Co. Inc. Keith maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in District Of Columbia, Maryland, Texas and Virginia. Oppenheimer & Co. Inc is an advisory firm headquartered in New York, NY. It has offices in 118 locations and a total of 2,784 employees. It manages $23 billion in assets across its 32,333 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 145 charitable organizations. Of its 32,333 client accounts, just 2% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Oppenheimer & Co. Inc provides a wide range 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. Financial management fees typically are based on the type of services. However, fees billed by Oppenheimer & Co. Inc most likely are comprised of asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years Registered*

15 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

Office Location

5301 Wisconsin Avenue Nw Suite 300
Washington, DC 20015

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Oppenheimer & Co. Inc Brokerage Details

Total Assets Under Management

$22,650,951,893

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

2,784

DC Average: 88
Total Number of Accounts

32,333

DC Average: 3,892
Average Account Size

$700,552

DC Average: $1,917,921

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 been registered as a financial advisor for 15 years.*

2008 - Present (16 years)

Oppenheimer & Co. Inc

*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 Cynthia Keith 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

Jeremy Kosh
Stamford, CT
Kevin Baum
New York, NY
Alan Woller
Princeton, NJ
Mark Abbonizio
Wayne, PA
F Masri
New York, NY
Mark Roman
Los Angeles, CA
Michael Wolff
New York, NY
Brian Kutsmeda
Boca Raton, FL

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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