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oppenheimer 85 broad


Hauppauge, NY


  • Estate Planning
  • Financial Planning
  • Investment Solutions
  • Retirement Planning
  • Trust Services

Branch Manager



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About The Branch

Located in the heart of Suffolk County, Oppenheimer’s Hauppauge branch has a long record of providing clients with personal service and access to sophisticated asset management resources and strategies to help them achieve their financial goals.

Leveraging the extensive resources of Oppenheimer and its global affiliates, we are able to offer a broad range of investment strategies and services, including: retirement planning strategies, advisory account programs, separately managed accounts, and alternative investments for qualified investors. Our focus has always been to provide investors with objectivity, professionalism, and a personal concierge approach.

We are proud to have a team of motivated, hard-working professionals whose primary focus is serving high net worth individuals, accredited investors, corporate executives, non-profit organizations and business owners. Our Financial Advisors are committed to providing a high level of stewardship for these clients.

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Our Story in Numbers

*Stats as of September 30, 2019
  • 1,043

    Financial Advisors

  • $87.6

    Billion Client Assets under Administration

  • 94

    Branch Offices across the United States

Let's Talk Future

Are you a financial professional interested in joining our office? If there’s one thing we’re great at, it’s working with new and existing professionals to help them grow their practices. Financial Advisors who bring their talents to Oppenheimer join something truly special. They become part of an organization that prides itself on a culture of access – to resources, to people, and ideas. And they pride themselves on being a part of helping their clients feel more confident about their financial futures, as well as helping business leaders implement new and innovative strategies and helping their communities succeed.

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Products & Services

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Growing My Wealth

Planning your wealth on your terms.

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grandmother and grandchild

Planning for Retirement

Achieve your retirement goals on your terms.

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business people

Protecting My Assets

Preserve your wealth. Safeguard your future.

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three generations of women

Transitioning My Wealth

Your estate and legacy.

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Engaging Family Office Services

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