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Ariya Pejouhesh

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.

  1. Oppenheimer & Co. Inc.Jun 2022 to now
  2. Morgan Stanley Private Bank, N.AJul 2019 to May 2022
  3. Morgan StanleyJun 2019 to May 2022
  4. Bank of America, N.A.Jul 2011 to Jun 2019
  5. Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2011 to Jun 2019

Exams passed

  • Series 66 · Uniform Combined State Law2007

State registrations

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

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
5059630
Firm CRD
249
Advisor's SEC record (opens in a new tab)
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