Robert
Haynie

Oppenheimer & Co. Inc

CRD#2374794
Investment Advisor
in Seattle, WA

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About this Advisor

Robert Haynie is a certified financial planner operating in Seattle, Washington, with 12 years of experience as a financial advisor. Haynie is an advisor for Oppenheimer & Co. Inc. They have been employed by Oppenheimer & Co. Inc for their complete career. Haynie holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Texas and Washington. Oppenheimer & Co. Inc is an advisory company headquartered in Seattle, Washington. It has offices in 93 locations and a total of 2,850 advisors. It manages $19 billion in total assets among its 24,783 customer accounts, placing it among the largest firms in the nation by assets under management. The firm advises 110 charities and foundations. Of its 24,783 customer accounts, just 2% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The business provides 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 usually are based on which services the firm provides the client. However, fee types charged by Oppenheimer & Co. Inc likely include asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

12 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

701 Pike Street Suite 2100
Seattle, WA 98101

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Oppenheimer & Co. Inc Brokerage Details

Total Assets Under Management

$18,944,299,787

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

2,850

WA Average: 88
Total Number of Accounts

24,783

WA Average: 3,892
Average Account Size

$764,407

WA 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

Robert Haynie Work History

Robert has 12 years of experience.

2008 - Present (13 years)

Oppenheimer & Co. Inc

Disclosures

Robert Haynie has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Oppenheimer & Co. Inc

Allison Taylor
Washington, DC
Alexander Smith
New York, NY
Edita Raslova
New York, NY
Elisabeth Sorensen
San Francisco, CA
Jason Huang
Hauppauge, NY
Shane Brundy
New York, NY
Brian Hayes
Jericho, NY
Michael Casey
Newport Beach, CA

This content was compiled from the SEC and FINRA.

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