Harvey
Ross

Oppenheimer & Co. Inc

CRD#1361657
Investment Advisor
in New York, NY
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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

Series 63, Chartered Financial Analyst

Years of Experience

28 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

Disclosures

No

Office Location

200 Park Avenue 25Th Floor
New York, NY 10166

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Oppenheimer & Co. Inc Brokerage Details

Total Assets Under Management

$10,613,813,009

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

2,868

NY Average: 88
Total Number of Accounts

23,088

NY Average: 3,892
Average Account Size

$459,711

NY Average: $1,917,921

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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.

1990 - Present (29 years)

Fahnestock & Co., Inc

Disclosures

Harvey Ross has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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