Peter
Navaretta

Oppenheimer & Co. Inc

CRD#4491039
Investment Advisor
in North Palm Beach, FL

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About this Advisor

Peter Navaretta is a financial advisor based out of North Palm Beach, Florida with 2 years of industry experience. Navaretta is currently employed by Oppenheimer & Co. Inc. Their career trajectory has included roles at Ubs Financial Advisor and Oppenheimer & Co., LLC. Navaretta has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Florida. Oppenheimer & Co. Inc is a firm that has its headquarters in New York, NY. It has offices in 118 locations and a total of 2,784 people on staff. It oversees $23 billion in total assets across its 32,333 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 145 charities and foundations. Of its 32,333 accounts, just 2% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The business performs 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 fee schedules largely are based on which services the firm provides the client. Fees billed by Oppenheimer & Co. Inc most likely include any combination of asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 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

11780 U.S. Highway 1 Suite N101
North Palm Beach, FL 33408

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Oppenheimer & Co. Inc Brokerage Details

Total Assets Under Management

$22,650,951,893

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

2,784

FL Average: 88
Total Number of Accounts

32,333

FL Average: 3,892
Average Account Size

$700,552

FL 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

Peter Navaretta Work History

Peter has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Oppenheimer & Co., LLC

2011 - 2021 (10 years)

Ubs Financial Advisor

*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 Peter Navaretta 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

Elizabeth Ehlen
Bellevue, WA
Javier Ajjam Altimari
Houston, TX
Edita Raslova
New York, NY
Bradley Phillips
Atlanta, GA
F Masri
New York, NY
Michael Wolff
New York, NY
Brian Kutsmeda
Boca Raton, FL
Jaclyn Bedford
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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