Paul David Keller
Investment adviser representative at Oppenheimer & Co. Inc.
17 yearsExperience
1 stateRegistered in
$36.7BFirm assets
71 yearsFirm in business
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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
17 years in the industry.
- Oppenheimer & Co. Inc.Jun 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2021 to Jun 2024
- AmazonApr 2021 to Jul 2021
- RetiredFeb 2021 to Oct 2021
- Bank of America, NASep 2009 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 2397804
- Firm CRD
- 249