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Philip Oppenheimer
from Oppenheimer + Close, LLC
Philip Oppenheimer is a financial advisor based in New York, New York,
with 45 years of experience. Philip currently works for
Oppenheimer + Close, LLC.
Philip maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Philip Oppenheimer works at Oppenheimer + Close, LLC
Oppenheimer + Close, LLC is a financial advisory firm based in New York, New York. It currently has approximately $76,686,002 of assets under management and employs about 6 people. Oppenheimer + Close, LLC uses a fee structure of a percentage of assets under your management, hourly charges and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
5 years
Fee structure
A percentage of assets under your management, hourly charges and performance-based fees
Office location
119 W 57th Street, Suite 1515, New York, New York, 10019
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