Robert Paul Fantozzi
Investment adviser representative at Oppenheimer & Co. Inc.
15 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
15 years in the industry.
- Oppenheimer & Co. Inc.Apr 2018 to now
- Morgan Stanley Private, National AssociateMar 2017 to Apr 2018
- Morgan Stanley Private Bank, National AssociationJan 2015 to Apr 2018
- Morgan StanleyMay 2011 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 2479746
- Firm CRD
- 249