Timothy
Horan

Oppenheimer & Co. Inc

CRD#2536590
Investment Advisor
in New York, NY
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About this Advisor

Timothy Horan is an advisor who works out of New York, New York. Currently an investment advisor at Oppenheimer & Co. Inc, they have accumulated 20 years of work experience in the financial advisory industry. Horan holds a Series 63 license, designating them as a securities broker. Horan can advise customers based out of New Jersey. Over the course of their career, Horan has held roles at Cibc World Markets and Oppenheimer & Co. Inc. Oppenheimer & Co. Inc is headquartered in New York, New York, and operates out of 77 additional offices in the United States. As an advisor firm, Oppenheimer & Co. Inc oversees $11 billion in assets dispersed across 21,879 accounts and retains more than 2,740 people. The firm's total assets under management places it among the largest investment advisory firms in the nation. The firm manages 10,514 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 2% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. 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

20 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

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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

Timothy Horan Work History

Timothy has 20 years of experience.

2008 - Present (11 years)

Oppenheimer & Co. Inc

1998 - Present (21 years)

Cibc World Markets

Disclosures

Timothy Horan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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