Carlsbad

Carlsbad, CA
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2121 Palomar Airport Road

Suite 130

Carlsbad, CA 92011

o. 760 476 3800

Specialties

Estate Planning Financial Planning Investment Solutions Retirement Planning Trust Services

620 Newport Center Drive

Suite 1000

Newport Beach, CA 92660

o. 949 219 1000

Branch Manager

PATRICK CROWLEY

OPERATIONS MANAGER ASSOCIATE DIRECTOR
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Our Story in Numbers

*Stats as of December 31, 2024

931

Financial Professionals

$129.5

Billion Client Assets under Administration

88

Branch Offices across the United States

Oppenheimer & Co. Inc. (Oppenheimer) and its predecessor firms have been offering investment services since 1881. We are a financially sound institution committed to maintaining a strong, conservatively managed balance sheet, disciplined risk management and robust internal controls designed to protect our clients’ assets. In the unlikely event that Oppenheimer becomes insolvent, there are multiple layers of protection which safeguard our customers’ holdings.

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Products & Services

Protecting My Assets

Preserve your wealth. Safeguard your future. 

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Transitioning My Wealth

Your estate and legacy.

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Engaging Family Office Services

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Growing My Wealth

Planning your wealth on your terms.

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Planning for Retirement

Achieve your retirement goals on your terms.

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