DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Jericho, NY 11753
516-733-1395
About Oppenheimer
Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions. We have been providing customized strategies centered on the goals of our clients since 1881 using our extensive experience, resources, research, and knowledge to help advance society, improve our communities, and leave the world a better place.
See Disclosures
General Information
Firm Start Year
2011
No. of Employees
2-4
CRD#
6006136
Firm CRD#
249
Name of Broker/Dealer
Oppenheimer
Name of Custodial Firm
Oppenheimer
Years of Experience in Financial Services
14
Number of Years with Current Firm
1
Work Experience
Morgan Staney June 2011-August 2025
Oppenheimer - August 2025-Present
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management
Services
Investment Types
Options & Futures, Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Insurance, Annuities, Stocks
Can meet clients in the following ways
Your Office, Email, Phone, Your Home, Our Office, Video Conference, Our Offices
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 66, Series 7
Insurance and Annuity Licenses
Annuity, Health, Life, Variable Annuity, Long Term Care, Disability, Variable Life
Firm Information
Assets Managed by Firm
$90,000,000,000
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Based on Assets
Fee % Based on Assets
1%
Education
Bachelors - Finance
Suny Farmingdale
09/2007 -06/2011
Disclosures
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Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1893213/financialadvisor-Oppenheimer-detailed-disclosure.html
Disclaimer
https://www.oppenheimer.com/legal