Oppenheimer & Co. Inc
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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
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
Timothy Horan Work History
Timothy has 20 years of experience.
Oppenheimer & Co. Inc
Cibc World Markets
Timothy Horan has no disclosures.
Please visit their SEC profile for more details.