Huston Lorenzo
Investment adviser representative at Oppenheimer & Co. Inc.
10 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
10 years in the industry.
- Oppenheimer & Co. Inc.Jun 2026 to now
- Morgan Stanley Private Bank, N.AJan 2025 to Jun 2026
- Morgan Stanley Smith Barney LLCDec 2024 to Jun 2026
- BNY Wealth ManagementJun 2023 to Dec 2024
- Snowden Lane PartnersMar 2021 to May 2023
- Axio Financial LLCJan 2019 to Feb 2021
- Fidelity Personal and Workplace AdvisorsJul 2018 to Jan 2019
- Fidelity InvestmentsJul 2016 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5951377
- Firm CRD
- 249