{"url":"https://nivawealth.com/firms/oppenheimer-and-co-249","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/249","regulatoryAum":36710705748,"crd":"249","secFileNumber":"801-887","legalName":"Oppenheimer & Co. 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The maximum advisory fee and minimum account size for each program are set forth\nin the table below. The minimum annual fee for an account in any program is $250. The minimum fee will not apply if\nthe account is at least $50,000.00 or advisory accounts in a client’s household are at least $250,000.","program":"Fee structure summary","summary":"Oppenheimer’s wrap-program fees are negotiable and vary with account type, size, services and program. The brochure lists program-specific maximum fees and minimum accounts, with a minimum annual fee subject to account and household-size exceptions. Consult its fee table for the applicable program; this summary does not reproduce every fee entry.","evidence":[],"feeBasis":"not_extracted","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059615","versionId":1059615,"reviewedOn":"2026-10-16","fee_billing":null,"submittedOn":"2026-09-30","documentName":"OPPENHEIMER & CO. INC. 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Payment can be monthly, quarterly or annual, in advance or arrears, with prorated refunds of advance fees upon cancellation. Consult this brochure’s program schedules; this summary does not reproduce every fee entry.","evidence":[],"feeBasis":"not_extracted","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059616","versionId":1059616,"reviewedOn":"2026-10-16","fee_billing":null,"submittedOn":"2026-09-30","documentName":"OPPENHEIMER & CO. INC. PART 2A OF FORM ADV","fee_rate_low":null,"fee_rate_high":null,"fee_negotiable":null,"scheduleStatus":"complex_schedule","minimum_account":null,"fee_minimum_annual":null,"entryCountLowerBound":11},{"tier":"asserted","pages":[6,7,8,9],"excerpt":"The maximum advisory fee and minimum account size for each program are set forth in the table below. Refer to the “Additional Fees” section below for additional information regarding fees.","program":"Oppenheimer FAM, Alpha, Preference and Preference Retirement programs","summary":"FAM, Alpha, Preference and Preference Retirement use distinct advisory-fee or commission arrangements. The brochure lists program maximums and account minimums; certain FAM and high-activity Preference accounts can incur additional transaction charges. Negotiated terms and program-specific billing rules apply.","evidence":[],"feeBasis":"not_extracted","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1059616","versionId":1059616,"reviewedOn":"2026-10-16","fee_billing":null,"submittedOn":"2026-09-30","documentName":"OPPENHEIMER & CO. INC. 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They include 35,818 other individual clients, 1,229 high-net-worth individuals and 1,214 other clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Oppenheimer & Co. offer?","answer":"Oppenheimer & Co. provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Oppenheimer & Co. use?","answer":"Oppenheimer & Co.’s separately managed account assets are held at Oppenheimer & Co. Inc. (New York, NY), with $26,337,270,635. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Oppenheimer & Co. have?","answer":"Oppenheimer & Co. has 1,135 investment adviser representatives registered with state securities authorities, out of 2,806 employees, and 1,219 perform investment advisory functions. 1,764 employees are registered representatives of a broker-dealer and 675 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Oppenheimer & Co. invest in?","answer":"At the end of its last fiscal year, Oppenheimer & Co.’s separately managed accounts held 57% registered funds (mutual funds, ETFs, BDCs), 30% exchange-traded equities, 3% U.S. government and agency bonds, 3% investment grade corporate bonds, 3% other, 2% cash and equivalents, 1% state and local bonds and 1% derivatives. The 3% other category is described as: Limited Partnerships, Equity Backed Units, CMO, MBS.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Oppenheimer & Co.?","answer":"Oppenheimer & Co. is owned through a chain of holding companies by Albert Grinsfelder Lowenthal and Oppenheimer Holdings Inc. Its direct owners are Viner Finance Inc. (75% or more) and Phase II Financial Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Oppenheimer & Co. get paid?","answer":"Oppenheimer & Co. is paid through a percentage of assets under management, fixed fees and commissions. 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