Oppenheimer & Co. Inc
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About this Advisor
Harvey Ross is a chartered financial analyst working in New York, New York, who has been in the financial industry for 28 years. Ross is currently employed by Oppenheimer & Co. Inc. They have spent their entire career at Oppenheimer & Co. Inc. Ross holds a Series 63 license, qualifying them as a securities representative, and is approved to operate in New Jersey. Oppenheimer & Co. Inc is a financial advisory business that has its headquarters in New York, New York. The investment advisory business has offices in 77 locations and a total of 2,740 employees. It administers $11 billion in assets across its 21,879 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 92 charitable organizations. Of its 21,879 customer accounts, just 2% belong to high-net-worth individuals who have at least $1 million in assets. The advisory firm provides a number 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 fees typically are based on which services the firm provides the client. Fee types billed by Oppenheimer & Co. Inc likely consist of asset-based, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years of Experience
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Oppenheimer & Co. Inc Brokerage Details
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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
Harvey Ross Work History
Harvey has 28 years of experience.
Fahnestock & Co., Inc
Harvey Ross has no disclosures.
Please visit their SEC profile for more details.