Peter
Rembalsky

Oppenheimer & Co. Inc

CRD#2185734
Investment Advisor
in Bethlehem, PA

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About this Advisor

Peter Rembalsky is a financial advisor based in Bethlehem, Pennsylvania with a total of 14 years of industry experience. Rembalsky is currently employed by Oppenheimer & Co. Inc. They have been with Oppenheimer & Co. Inc for their whole career. Rembalsky has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California, Florida, New Jersey and Pennsylvania. Oppenheimer & Co. Inc is a registered investment business based out of New York, NY. The company has offices in 118 locations and a total of 2,784 financial advisors. It handles $23 billion in assets under management between its 32,333 accounts, making it one of the biggest firms in the nation 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 at least $1 million in assets. The business provides a number of services, including 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. A financial advisor's fees largely depend on the financial services. However, fees charged by Oppenheimer & Co. Inc likely include some blend of asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

14 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

1525 Valley Center Pkwy Suite 160
Bethlehem, PA 18017

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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

Peter Rembalsky Work History

Peter has been registered as a financial advisor for 14 years.*

2009 - Present (15 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 Peter Rembalsky 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

Hugo Bartell
Charlotte, NC
Steven Baaden
Dallas, TX
Mark Roman
Los Angeles, CA
Kevin Baum
New York, NY
F Masri
New York, NY
Michael Wolff
New York, NY
Brian Kutsmeda
Boca Raton, FL
Javier Ajjam Altimari
Houston, TX

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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