Carl
Oppenheimer
Oppenheimer + Close, LLC
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About this Advisor
Carl Oppenheimer is a financial advisor based in New York, New York, working with Oppenheimer + Close, LLC. Carl has previously held a position at Oppenheimer + Close, LLC. Carl has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York and Texas. Currently, Carl is part of Oppenheimer + Close, LLC, which operates out of New York, New York. The firm has 6 employees and manages assets totaling $82.1 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Oppenheimer + Close, LLC includes asset-based, hourly, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Oppenheimer + Close, LLC Brokerage Details
$82,133,121
6
131
$626,970
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Carl Oppenheimer Work History
Oppenheimer + Close, LLC
Disclosures
Please visit the SEC profile of Carl Oppenheimer 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 + Close, LLC
Lakeville, CT
New York, NY
Arlington, VT
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 6/19/2024. 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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