Oppenheimer & Co. Inc
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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
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
Hugh Cunningham Work History
Hugh has 13 years of experience.
Oppenheimer & Co. Inc
Hugh Cunningham has no disclosures.
Please visit their SEC profile for more details.