Hugh
Cunningham

Oppenheimer & Co. Inc

CRD#2408203
Investment Advisor
in New York, NY
Are you Hugh Cunningham? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Hugh Cunningham is an advisor whose office is in New York, New York. Currently an investment advisor with Oppenheimer & Co. Inc, they have accrued 13 years of professional experience. Cunningham holds a Series 63 license, certifying the advisor as a securities broker. Cunningham can serve customers based out of New Jersey. Their career trajectory has included roles at Cibc and Oppenheimer & Co. Inc. Oppenheimer & Co. Inc is located in New York, New York, and operates out of 77 additional brick-and-mortar locations across the nation. In total, Oppenheimer & Co. Inc manages $11 billion in assets dispersed across 21,879 client accounts and retains more than 2,740 people. The firm's total assets under management places it among the biggest investment advisory firms in the United States. The firm manages 10,514 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 2% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Oppenheimer & Co. Inc provides 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. The firm may charge clients asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

13 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

85 Broad Street 25Th Floor,26Th Floor
New York, NY 10004

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Oppenheimer & Co. Inc Brokerage Details

Total Assets Under Management

$11,190,648,770

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

2,740

NY Average: 88
Total Number of Accounts

21,879

NY Average: 3,892
Average Account Size

$511,479

NY Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Hugh Cunningham Work History

Hugh has 13 years of experience.

2008 - Present (11 years)

Oppenheimer & Co. Inc

2005 - Present (14 years)

Cibc

Disclosures

Hugh Cunningham has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started