Antoinette
Cimino

Oppenheimer & Co. Inc

CRD#5021648
Investment Advisor
in Doylestown, PA

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About this Advisor

Antoinette Cimino is a financial advisor based in Doylestown, Pennsylvania with 4 years of industry experience. Cimino works at Oppenheimer & Co. Inc. They have spent their complete employment at Oppenheimer & Co. Inc. Cimino holds Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to work in Pennsylvania. Oppenheimer & Co. Inc is a financial advisory business that has its headquarters in New York, NY. The investment advisory business has offices in 118 locations and a total of 2,784 advisors. It administers $23 billion in total assets between its 32,333 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 145 charitable organizations. Of its 32,333 client accounts, just 2% belong to high-net-worth clients who have more than $1 million in investable assets. Oppenheimer & Co. Inc has 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. Financial advisory fees largely depend on which service is provided. Fees billed by Oppenheimer & Co. Inc most likely are comprised of asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 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

Office Location

14 East Court Street
Doylestown, PA 18901

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Oppenheimer & Co. Inc Brokerage Details

Total Assets Under Management

$22,650,951,893

PA Average: $7,464,549,021
Total Number of Employees

2,784

PA Average: 88
Total Number of Accounts

32,333

PA Average: 3,892
Average Account Size

$700,552

PA Average: $1,917,921

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

Antoinette Cimino Work History

Antoinette has been registered as a financial advisor for 4 years.*

1998 - Present (26 years)

Oppenheimer & Co. Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Antoinette Cimino to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Oppenheimer & Co. Inc

Jeremy Kosh
Stamford, CT
Mark Roman
Los Angeles, CA
Javier Ajjam Altimari
Houston, TX
Alan Woller
Princeton, NJ
F Masri
New York, NY
Michael Wolff
New York, NY
Brian Kutsmeda
Boca Raton, FL
Bradley Phillips
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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