Karen
Friedman

Oppenheimer & Co. Inc

CRD#1506755
Investment Advisor
in New York, NY
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About this Advisor

Karen Friedman is a certified financial planner based in New York, New York, with a total of 15 years of financial industry experience. Friedman works at Oppenheimer & Co. Inc. They have been an employee of Oppenheimer & Co. Inc for the entirety of their career. Friedman holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Washington, D.c., Florida, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, Pennsylvania, Georgia, North Dakota, Ohio, Oklahoma, Oregon, Rhode Island, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, West Virginia and Wisconsin. Oppenheimer & Co. Inc is a financial advisory business headquartered in New York, New York. The investment advisory business has offices in 77 locations and a total of 2,740 advisors. It handles $11 billion in assets under management across its 21,879 accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 92 charitable organizations. Of its 21,879 accounts, just 2% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Oppenheimer & Co. Inc performs 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. Fees charged by financial advisors typically are based on the type of services provided. However, fee types charged by Oppenheimer & Co. Inc can consist of asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 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 22Nd Floor.
New York, NY 10004

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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

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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

Karen Friedman Work History

Karen has 15 years of experience.

2003 - Present (16 years)

Fahnestock & Co. Inc

Disclosures

Karen Friedman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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