Morgan Constance Newman
Investment adviser representative at Oppenheimer & Co. Inc.
14 yearsExperience
3 statesRegistered 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
14 years in the industry.
- Oppenheimer & Co. Inc.Jul 2020 to now
- UnemployedMar 2020 to Jul 2020
- Morgan Stanley Private Bank, National AssociationJan 2015 to Mar 2020
- Morgan StanleyMay 2012 to Mar 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, TX).
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
- 5379408
- Firm CRD
- 249