Seattle
SEATTLE, WA
SPECIALTIES
- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
All Licenses
About The Branch
For over nineteen years, Oppenheimer’s branch offices in the Pacific Northwest have served the financial needs of high-net-worth individuals, corporations and non-profit organizations in the Seattle and Bellevue markets. Our offices draw on the considerable resources of Oppenheimer and its affiliates to provide a broad range of financial products and services including asset management, professional money management, 401(k) and retirement services, guardianship services and 10b5 trading plans.
We pride ourselves on building a culture of collaboration and giving our Financial Advisors the support and resources they need assist their clients and grow their businesses. Several of our Financial Advisors have been named to Oppenheimer’s Executive Council and Chairman’s Council as well as received “Best in State” distinctions from Forbes and SHOOK Research.
Our Story in Numbers
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1,029
Financial Advisors
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$79.1
Billion Client Assets under Administration
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93
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.
Read More Customer Asset Protection
