Peter Michael Cadaret
Investment adviser representative at Oppenheimer Asset Management
23 yearsExperience
6 statesRegistered in
$21.3BFirm assets
38 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
23 years in the industry.
- Oppenheimer & Co. Inc.Apr 2003 to now
- Oppenheimer Asset Management Inc.Mar 2003 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 6 states (CA, GA, IL, NC, NJ, TX).
Oppenheimer Asset Management
Legal name: Oppenheimer Asset Management Inc.
$21.3BAssets managed
43,537Clients
5Advisers
38 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
- 2833000
- Firm CRD
- 105559