Patrick Bransford
Investment adviser representative at Oppenheimer & Co. Inc.
16 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
16 years in the industry.
- Oppenheimer & Co. Inc.Nov 2025 to now
- UnemployedJan 2025 to Nov 2025
- Wells Fargo Clearing Services, LLC.Nov 2020 to Dec 2024
- Bank of America,NAJan 2011 to Nov 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2010 to Nov 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1997
State registrations
Registered as an investment adviser representative in 1 state (DC).
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
- 2960022
- Firm CRD
- 249