Oppenheimer & Co. Inc
Answer a few questions and
get matched with an advisor.
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
Years of Experience
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
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
Oppenheimer & Co. Inc
Manhattan Investment Management Services Inc
Banc Of America Securities LLC
Matthew Kennedy has no disclosures.
Please visit their SEC profile for more details.