Matthew
Kennedy

Oppenheimer & Co. Inc

CRD#3091787
Investment Advisor
in New York, NY
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About this Advisor

Matthew Kennedy is an investment advisor in New York, New York. Currently a registered investment advisor at Oppenheimer & Co. Inc, they have gathered 10 years of practice in the financial advisory industry. Kennedy has a Series 63 license, certifying them as a securities broker. Kennedy can serve clients based out of New Jersey. Throughout their career, they have worked at Banc Of America Securities LLC, Bom Capital, Manhattan Investment Management Services Inc and Oppenheimer & Co. Inc. Oppenheimer & Co. Inc is headquartered in New York, New York, and has 77 additional offices throughout the United States. In total, Oppenheimer & Co. Inc oversees $11 billion in assets across 21,879 client accounts and employs more than 2,740 people. The amount of assets the firm manages places it among the largest firms in the nation. The firm manages 10,514 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 2% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Oppenheimer & Co. Inc can offer 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's fees may include asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

10 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

$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

Matthew Kennedy Work History

Matthew has 10 years of experience.

2013 - Present (6 years)

Oppenheimer & Co. Inc

2010 - 2013 (3 years)

Manhattan Investment Management Services Inc

2009 - 2013 (4 years)

Bom Capital

2008 - 2009 (1 years)

Banc Of America Securities LLC

Disclosures

Matthew Kennedy has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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