Patrick Jeremiah Mccarthy
Investment adviser representative at Oppenheimer & Co. Inc.
12 yearsExperience
2 statesRegistered in
CFADesignation
$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
12 years in the industry.
- Oppenheimer & Co. Inc.Aug 2026 to now
- Btig LLCMar 2023 to Jun 2026
- Carbon AdvisorsOct 2021 to Mar 2023
- Capewell Aerial SystemsJun 2021 to Oct 2021
- Neptune HoldingNov 2014 to Jun 2021
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 2854263
- Firm CRD
- 249