David
Manderfield

Oppenheimer & Co. Inc

CRD#1091853
Investment Advisor
in Washington, DC

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About this Advisor

David Manderfield is a financial advisor based in Washington, District of Columbia, working with Oppenheimer & Co. Inc. David has previously held positions at Banker Finance Investment, Oppenheimer Asset Management Inc, Cibc World Markets, and Fahnestock & Co. Inc. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in the District of Columbia and Texas. Currently, David is part of Oppenheimer & Co. Inc, which operates out of Washington, District of Columbia. The firm has 117 offices and 2,812 employees. The firm manages assets totaling $27.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Oppenheimer & Co. Inc includes asset-based, fixed, commission-based, and performance-based fees.

Certifications and Registrations

Series 63, Series 65

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

1801 K Street Nw Suite 750
Washington, DC 20006

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Oppenheimer & Co. Inc Brokerage Details

Total Assets Under Management

$27,451,266,086

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

2,812

DC Average: 88
Total Number of Accounts

34,493

DC Average: 3,892
Average Account Size

$795,850

DC 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 Manderfield Work History

2003 - Present (21 years)

Oppenheimer Asset Management Inc

2003 - Present (21 years)

Fahnestock & Co. Inc

1998 - Present (26 years)

Cibc World Markets

1982 - Present (42 years)

Banker Finance Investment

Disclosures

Please visit the SEC profile of David Manderfield 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

Michael Wolff
New York, NY
Roberto Sanchez
Spring, TX
Lauren Lewis
Atlanta, GA
Kole Schleimer
New York, NY
Cynthia Newman
New York, NY
Joaquin Canto
Houston, TX
Stanley King
Los Angeles, CA
Julian Natelli
Florham Park, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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