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San Francisco

San Francisco, CA


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

Branch Manager



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About The Branch

The Oppenheimer San Francisco Private Client offices are located in the heart of the city’s vibrant financial district and are home to a growing group of dynamic retail Financial Advisors. Combining a local presence and Silicon Valley with the national framework of a recognized Wall Street boutique, we are able to deliver the integrated strategies and expertise today’s individuals and institutions need today.

Oppenheimer’s team of nationally recognized equity research analysts, investment bankers, institutional equity and bond traders and asset management teams – all located here in San Francisco - work collaboratively to deliver the best service and strategies to our clients. 

At Oppenheimer, the “good old days” are happening right now. We are providing our clients and Financial Advisors with a wide range of resources and support to grow and develop their business.

We are proud to have a number of award-winning financial advisors throughout our branches at Oppenheimer & Co. Inc. Recently, one advisor from the San Francisco office, David Carey, added to that success record by being named to the 2020 Best in State Wealth Advisors List.

If you would like to learn more about Oppenheimer & Co. Inc. and opportunities with the San Francisco office, call John Wade on his private line at 415-438-3065, or email him at All inquiries will be handled with the strictest level of confidence.

Important Announcement

Oppenheimer is Fully Operational

We are adhering to the COVID-19 state-wide direction, and remain fully operational.

Oppenheimer has been closely monitoring all of the COVID-19 developments and diligently abiding by direction provided by health and government officials. This includes recent orders to stay at home and limit any non-essential activity.

However, while our team is working remotely from home, we remain fully operational. You can continue to contact us, as you normally did. We are fully enabled to continue business safely and securely from remote locations.

Read more on the Firm's preparedness and precautions here.

Join Oppenheimer

forbes shook announcement
Forbes | Shook
Best in State Wealth Advisor

David Carey

Managing Director - Investments

Congratulations to David Carey for being named as a Best in State Wealth Advisor by Forbes | Shook. This year's Best-In-State Wealth Advisors list spotlights over 3,000 top advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states.

Awards Criteria

Our Story in Numbers

*Stats as of December 31, 2020
  • 1,002

    Financial Professionals

  • $104.8

    Billion Client Assets under Administration

  • 92

    Branch Offices across the United States

Customer Asset Protection

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

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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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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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