Audre Suzanne Robertson
Investment adviser representative at Oppenheimer & Co. Inc.
43 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$36.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
43 years in the industry.
- Oppenheimer & Co. Inc.Jan 2024 to now
- The Red Horse Running Equine FoundationSep 2016 to now
- Artistry By SuzanneJun 1983 to now
- Carlson & Company Financial Services LLC dba Carlson FinancialSep 2022 to Jan 2024
- Raymond James Financial Services, Inc.Jul 1998 to Aug 2022
- Zaugg Financial Group, Inc.Jul 1997 to Aug 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (VA).
Oppenheimer & Co. Inc.
$36.7BAssets managed
39,036Clients
1,161Advisers
71 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1997160
- Firm CRD
- 249