David
Seidel

Oppenheimer & Co. Inc

CRD#1336029
Investment Advisor
in Seattle, WA

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About this Advisor

David Seidel is a financial advisor working in Seattle, Washington who has 14 years of industry experience. Seidel is an employee of Oppenheimer & Co. Inc. They have spent their complete time as a financial advisor at Oppenheimer & Co. Inc. Seidel has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to work in Texas and Washington. Oppenheimer & Co. Inc is an advisory company that has its headquarters in New York, NY. It has offices in 118 locations and a total of 2,784 employees. It administers $23 billion in total assets among its 32,333 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 145 charities and foundations. Of its 32,333 customer accounts, just 2% belong to high-net-worth clients who have greater than $1 million in investable assets. Oppenheimer & Co. Inc has a diverse assortment 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. A financial advisor's fee schedules depend on which services the firm provides the client. Fees billed by Oppenheimer & Co. Inc may include asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66

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

701 Pike Street Suite 2100
Seattle, WA 98101

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Oppenheimer & Co. Inc Brokerage Details

Total Assets Under Management

$22,650,951,893

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

2,784

WA Average: 88
Total Number of Accounts

32,333

WA Average: 3,892
Average Account Size

$700,552

WA 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

David Seidel Work History

David 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 David Seidel 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

Javier Ajjam Altimari
Houston, TX
Alan Woller
Princeton, NJ
Edita Raslova
New York, NY
Elizabeth Ehlen
Bellevue, WA
F Masri
New York, NY
Michael Wolff
New York, NY
Brian Kutsmeda
Boca Raton, FL
Jaclyn Bedford
New York, NY

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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