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Timothy Owen Drinkall

Investment adviser representative at Oppenheimer & Co. Inc.
19 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

19 years in the industry.

  1. Oppenheimer & Co. Inc.Apr 2024 to now
  2. Essentia AnalyticsApr 2023 to Apr 2024
  3. Dauntless ManagementDec 2020 to Apr 2023
  4. Clear Harbor Asset Management LLCDec 2020 to Mar 2023
  5. UnemployedMar 2020 to Dec 2020
  6. Morgan StanleyOct 2007 to Mar 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2004
  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (CT).

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
4752062
Firm CRD
249
Advisor's SEC record (opens in a new tab)
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