Daniel R Krall
Investment adviser representative at Oppenheimer & Co. Inc.
13 yearsExperience
1 stateRegistered in
$36.7BFirm assets
71 yearsFirm in business
Are you Daniel R Krall? Claim your profile
Contact this firm
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
13 years in the industry.
- Oppenheimer & Co. Inc.Aug 2025 to now
- MML Investors Services, LLCJun 2022 to Aug 2025
- Massmutual Life Insurance CompanyApr 2022 to Aug 2025
- Acadian Asset ManagementJun 2019 to Jun 2022
- BNY MellonDec 2018 to May 2019
- Rsm US LLPJul 2017 to Nov 2018
- Boston CollegeAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 6670700
- Firm CRD
- 249