Stephen
Lozan
Oppenheimer & Co. Inc
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About this Advisor
Stephen Lozan is a financial advisor who works in Portsmouth, New Hampshire with 15 years of industry experience. Lozan is currently employed by Oppenheimer & Co. Inc. They have spent their entire time as a financial advisor at Oppenheimer & Co. Inc. Lozan has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in New Hampshire. Oppenheimer & Co. Inc is a financial advisory firm based in New York, NY. It has offices in 118 locations and a total of 2,784 employees. It administers $23 billion in assets between its 32,333 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 145 charities and foundations. Of its 32,333 accounts, just 2% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Oppenheimer & Co. Inc has a broad assortment 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. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fee types billed by Oppenheimer & Co. Inc most likely include asset-based, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oppenheimer & Co. Inc Brokerage Details
$22,650,951,893
2,784
32,333
$700,552
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
Stephen Lozan Work History
Stephen has been registered as a financial advisor for 15 years.*
Oppenheimer & Co
*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 Stephen Lozan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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